Filed March 22, 2015 (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.
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 | $49,875 | $63,924-22.0% | $108,579-54.1% | $55,167-9.6% |
| Participation rate | 52.9% | 74.3%-21.4pp | 79.6%-26.6pp | 69.0%-16.0pp |
| Annual return | 13.43% | 15.31%-1.9pp | -51.70%+65.1pp | 169.23%-155.8pp |
| Employer contribution / active EE | $1,243 | $1,879-33.8% | $3,758-66.9% | $1,963-36.6% |
| Participant deferral / active EE | $1,652 | $3,067-46.1% | $4,311-61.7% | $3,054-45.9% |
| Admin fee / account holder | $1,487 | $618+140.8% | $7,645-80.5% | $504+195.1% |