Filed July 3, 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $16,656 | $41,854-60.2% | $73,843-77.4% | $52,331-68.2% |
| Participation rate | 7.6% | 66.2%-58.7pp | 73.4%-65.9pp | 68.1%-60.5pp |
| Annual return | -0.35% | 2.11%-2.5pp | 2267.84%-2268.2pp | 4.54%-4.9pp |
| Employer contribution / active EE | $0 | $1,920-100.0% | $2,787-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $134 | $2,498-94.6% | $3,583-96.3% | $3,022-95.6% |
| Admin fee / account holder | $1,240 | $493+151.6% | $4,880-74.6% | $592+109.6% |