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 | $76,602 | $51,708+48.1% | $106,619-28.2% | $62,891+21.8% |
| Participation rate | 46.0% | 66.9%-20.8pp | 78.0%-32.0pp | 69.3%-23.3pp |
| Annual return | 8.17% | 4.69%+3.5pp | 9.42%-1.2pp | 20.14%-12.0pp |
| Employer contribution / active EE | $1,407 | $1,764-20.2% | $3,947-64.3% | $2,281-38.3% |
| Participant deferral / active EE | $4,326 | $2,315+86.8% | $3,930+10.1% | $3,203+35.1% |
| Admin fee / account holder | $811 | $3,349-75.8% | $6,418-87.4% | $4,296-81.1% |