Filed December 1, 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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 9-year trajectory for $4.99 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 | $150,606 | $81,446+84.9% | $103,374+45.7% | $80,874+86.2% |
| Participation rate | 53.2% | 66.9%-13.6pp | 74.5%-21.3pp | 67.6%-14.4pp |
| Annual return | 10.20% | 25.57%-15.4pp | 24.89%-14.7pp | 35.62%-25.4pp |
| Employer contribution / active EE | $2,285 | $3,107-26.5% | $3,869-41.0% | $2,756-17.1% |
| Participant deferral / active EE | $4,847 | $3,870+25.3% | $5,058-4.2% | $4,297+12.8% |
| Admin fee / account holder | $1,719 | $6,715-74.4% | $8,394-79.5% | $6,935-75.2% |