Filed June 7, 2014 (most recent of 4 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 | $57,133 | $48,570+17.6% | $130,648-56.3% | $72,985-21.7% |
| Participation rate | 62.9% | 58.6%+4.3pp | 71.7%-8.9pp | 69.5%-6.6pp |
| Annual return | 26.69% | 38.63%-11.9pp | 1708.96%-1682.3pp | 81.00%-54.3pp |
| Employer contribution / active EE | $1,433 | $1,334+7.4% | $4,092-65.0% | $2,440-41.3% |
| Participant deferral / active EE | $4,678 | $2,384+96.2% | $3,603+29.8% | $3,607+29.7% |
| Admin fee / account holder | $2,711 | $3,549-23.6% | $5,464-50.4% | $5,124-47.1% |