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 | $68,995 | $48,335+42.7% | $121,098-43.0% | $71,457-3.4% |
| Participation rate | 55.0% | 54.3%+0.8pp | 69.5%-14.4pp | 67.9%-12.9pp |
| Annual return | 17.14% | 23.32%-6.2pp | 985.75%-968.6pp | 28.85%-11.7pp |
| Employer contribution / active EE | $2,397 | $1,489+61.0% | $4,164-42.4% | $2,588-7.4% |
| Participant deferral / active EE | $5,831 | $2,754+111.7% | $4,080+42.9% | $4,289+36.0% |
| Admin fee / account holder | $760 | $1,841-58.7% | $5,644-86.5% | $1,587-52.1% |