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 | $27,243+84.8% | $52,425-4.0% | $79,634-36.8% |
| Participation rate | 19.3% | 22.4%-3.1pp | 55.6%-36.3pp | 62.5%-43.1pp |
| Annual return | 14.86% | 63.36%-48.5pp | 302.12%-287.3pp | 36.46%-21.6pp |
| Employer contribution / active EE | $138 | $319-56.6% | $914-84.9% | $2,529-94.5% |
| Participant deferral / active EE | $917 | $636+44.3% | $1,790-48.8% | $3,835-76.1% |
| Admin fee / account holder | $2,076 | $2,105-1.4% | $2,495-16.8% | $1,002+107.2% |