Filed May 5, 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 | $48,119 | $110,094-56.3% | $151,611-68.3% | $68,494-29.7% |
| Participation rate | 61.1% | 84.0%-22.8pp | 87.5%-26.4pp | 67.9%-6.8pp |
| Annual return | -15.18% | -10.12%-5.1pp | 3.33%-18.5pp | -7.84%-7.3pp |
| Employer contribution / active EE | $0 | $4,471-100.0% | $6,166-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,255 | $6,527-50.1% | $8,363-61.1% | $4,027-19.2% |
| Admin fee / account holder | $1,469 | $7,719-81.0% | $11,616-87.4% | $5,403-72.8% |