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 | $75,457 | $57,828+30.5% | $117,039-35.5% | $70,131+7.6% |
| Participation rate | 50.0% | 67.1%-17.1pp | 77.2%-27.2pp | 69.5%-19.5pp |
| Annual return | 21.02% | 17.55%+3.5pp | 18.95%+2.1pp | 73.14%-52.1pp |
| Employer contribution / active EE | $1,424 | $1,816-21.6% | $3,785-62.4% | $2,342-39.2% |
| Participant deferral / active EE | $4,135 | $2,438+69.6% | $3,929+5.2% | $3,332+24.1% |
| Admin fee / account holder | $3,460 | $3,548-2.5% | $5,974-42.1% | $4,645-25.5% |