Filed December 22, 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 | $56,857 | $59,402-4.3% | $93,654-39.3% | $74,546-23.7% |
| Participation rate | 69.3% | 59.7%+9.6pp | 68.7%+0.6pp | 67.2%+2.1pp |
| Annual return | 13.82% | 81.86%-68.0pp | 133.34%-119.5pp | 1366.03%-1352.2pp |
| Employer contribution / active EE | $1,109 | $1,265-12.3% | $2,421-54.2% | $2,624-57.7% |
| Participant deferral / active EE | $4,017 | $3,049+31.8% | $4,413-9.0% | $4,347-7.6% |
| Admin fee / account holder | $4,336 | $3,023+43.5% | $8,282-47.6% | $1,944+123.1% |