Filed June 5, 2014 (most recent of 3 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 | $66,247 | $48,050+37.9% | $85,969-22.9% | $59,632+11.1% |
| Participation rate | 51.7% | 64.5%-12.7pp | 76.5%-24.8pp | 68.7%-16.9pp |
| Annual return | -1.50% | 0.29%-1.8pp | 9.32%-10.8pp | 2041.28%-2042.8pp |
| Employer contribution / active EE | $1,739 | $1,640+6.1% | $3,474-49.9% | $2,203-21.0% |
| Participant deferral / active EE | $3,932 | $2,249+74.8% | $3,829+2.7% | $3,192+23.2% |
| Admin fee / account holder | $4,946 | $3,206+54.3% | $6,053-18.3% | $4,297+15.1% |