Filed January 6, 2014
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.
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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,612 | $65,703+74.4% | $94,224+21.6% | $59,632+92.2% |
| Participation rate | 79.3% | 72.1%+7.2pp | 78.8%+0.5pp | 68.7%+10.6pp |
| Annual return | 0.11% | 5.22%-5.1pp | 10.68%-10.6pp | 2041.28%-2041.2pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,223 | $3,143+34.4% | $4,320-2.2% | $3,192+32.3% |
| Admin fee / account holder | $1,355 | $4,264-68.2% | $6,269-78.4% | $4,297-68.5% |