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.
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 9-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 | $150,606 | $81,460+84.9% | $103,333+45.7% | $80,856+86.3% |
| Participation rate | 53.2% | 66.8%-13.6pp | 74.5%-21.3pp | 67.6%-14.4pp |
| Annual return | 10.20% | 25.55%-15.3pp | 24.88%-14.7pp | 35.59%-25.4pp |
| Employer contribution / active EE | $2,285 | $3,105-26.4% | $3,868-40.9% | $2,755-17.1% |
| Participant deferral / active EE | $4,847 | $3,869+25.3% | $5,057-4.2% | $4,296+12.8% |
| Admin fee / account holder | $1,719 | $6,566-73.8% | $8,355-79.4% | $6,918-75.2% |