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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,938 | $61,660-15.8% | $80,019-35.1% | $64,186-19.1% |
| Participation rate | 60.0% | 71.7%-11.7pp | 75.8%-15.8pp | 69.6%-9.6pp |
| Annual return | -5.00% | -0.33%-4.7pp | 11.22%-16.2pp | 7.63%-12.6pp |
| Employer contribution / active EE | $863 | $1,810-52.3% | $2,468-65.0% | $2,381-63.7% |
| Participant deferral / active EE | $3,124 | $2,968+5.3% | $3,686-15.2% | $3,470-10.0% |
| Admin fee / account holder | $1,375 | $5,417-74.6% | $6,521-78.9% | $4,888-71.9% |