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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,706 | $52,836+50.9% | $105,738-24.6% | $64,186+24.2% |
| Participation rate | 52.9% | 66.5%-13.7pp | 76.3%-23.5pp | 69.6%-16.7pp |
| Annual return | -8.39% | 14.30%-22.7pp | 6.27%-14.7pp | 7.63%-16.0pp |
| Employer contribution / active EE | $1,296 | $1,827-29.1% | $3,268-60.3% | $2,381-45.6% |
| Participant deferral / active EE | $4,656 | $2,545+82.9% | $4,080+14.1% | $3,470+34.2% |
| Admin fee / account holder | $992 | $3,959-74.9% | $6,913-85.6% | $4,888-79.7% |