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 | $127,318 | $83,477+52.5% | $125,175+1.7% | $72,985+74.4% |
| Participation rate | 74.6% | 73.3%+1.3pp | 79.8%-5.1pp | 69.5%+5.2pp |
| Annual return | 20.14% | 25.78%-5.6pp | 43.79%-23.6pp | 81.00%-60.9pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $3,865-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,225 | $3,585+17.8% | $4,937-14.4% | $3,607+17.1% |
| Admin fee / account holder | $1,932 | $5,517-65.0% | $9,702-80.1% | $5,124-62.3% |