Filed March 10, 2014 (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 | $50,332 | $30,588+64.5% | $53,898-6.6% | $85,563-41.2% |
| Participation rate | 19.3% | 26.3%-7.0pp | 55.0%-35.6pp | 66.0%-46.6pp |
| Annual return | 14.86% | 50.42%-35.6pp | 528.60%-513.7pp | 31.51%-16.7pp |
| Employer contribution / active EE | $138 | $436-68.2% | $932-85.1% | $2,654-94.8% |
| Participant deferral / active EE | $917 | $848+8.2% | $1,826-49.8% | $4,375-79.0% |
| Admin fee / account holder | $2,076 | $1,879+10.5% | $2,491-16.7% | $834+148.8% |