Filed October 1, 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 | $44,212 | $94,529-53.2% | $140,016-68.4% | $64,186-31.1% |
| Participation rate | 63.0% | 84.1%-21.0pp | 87.5%-24.5pp | 69.6%-6.5pp |
| Annual return | 4.74% | 7.77%-3.0pp | 651.12%-646.4pp | 7.63%-2.9pp |
| Employer contribution / active EE | $1,891 | $3,812-50.4% | $5,606-66.3% | $2,381-20.6% |
| Participant deferral / active EE | $2,520 | $5,250-52.0% | $6,927-63.6% | $3,470-27.4% |
| Admin fee / account holder | $2,980 | $6,741-55.8% | $10,705-72.2% | $4,888-39.0% |