Filed May 4, 2015 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,777 | $54,726-1.7% | $68,793-21.8% | $64,186-16.2% |
| Participation rate | 69.5% | 68.0%+1.5pp | 72.2%-2.7pp | 69.6%-0.1pp |
| Annual return | -5.37% | -1.62%-3.8pp | -4.63%-0.7pp | 7.63%-13.0pp |
| Employer contribution / active EE | $1,266 | $1,846-31.4% | $2,625-51.8% | $2,381-46.8% |
| Participant deferral / active EE | $3,194 | $2,626+21.6% | $3,311-3.5% | $3,470-7.9% |
| Admin fee / account holder | $7,188 | $4,027+78.5% | $5,131+40.1% | $4,888+47.1% |