Filed November 10, 2014 (most recent of 7 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 6-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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,134 | $67,411-16.7% | $91,001-38.3% | $70,131-20.0% |
| Participation rate | 65.9% | 71.4%-5.5pp | 75.6%-9.7pp | 69.5%-3.6pp |
| Annual return | 12.06% | -40.16%+52.2pp | 4.60%+7.5pp | 73.14%-61.1pp |
| Employer contribution / active EE | $923 | $1,786-48.3% | $2,456-62.4% | $2,342-60.6% |
| Participant deferral / active EE | $3,244 | $2,823+14.9% | $3,547-8.5% | $3,332-2.6% |
| Admin fee / account holder | $2,232 | $4,236-47.3% | $5,417-58.8% | $4,645-52.0% |