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 | $88,377 | $52,406+68.6% | $129,207-31.6% | $74,495+18.6% |
| Participation rate | 49.6% | 53.8%-4.2pp | 69.6%-20.0pp | 67.2%-17.6pp |
| Annual return | 15.51% | 15.66%-0.1pp | 9417.33%-9401.8pp | 1364.94%-1349.4pp |
| Employer contribution / active EE | $2,523 | $1,531+64.9% | $4,153-39.2% | $2,623-3.8% |
| Participant deferral / active EE | $5,192 | $2,794+85.8% | $4,168+24.6% | $4,346+19.5% |
| Admin fee / account holder | $2,558 | $2,633-2.9% | $7,715-66.8% | $1,942+31.7% |