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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,553 | $53,053+57.5% | $126,539-34.0% | $74,304+12.4% |
| Participation rate | 41.7% | 48.0%-6.4pp | 69.8%-28.2pp | 60.3%-18.7pp |
| Annual return | 16.59% | 29.46%-12.9pp | 425.95%-409.4pp | 29.43%-12.8pp |
| Employer contribution / active EE | $48 | $1,168-95.9% | $3,674-98.7% | $2,241-97.9% |
| Participant deferral / active EE | $4,660 | $2,303+102.3% | $4,083+14.1% | $3,767+23.7% |
| Admin fee / account holder | $18,421 | $3,698+398.1% | $6,065+203.8% | $2,969+520.5% |