Filed November 25, 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 | $41,714 | $39,122+6.6% | $57,179-27.0% | $62,891-33.7% |
| Participation rate | 92.6% | 70.5%+22.1pp | 75.3%+17.3pp | 69.3%+23.3pp |
| Annual return | 5.55% | 9.23%-3.7pp | 14.59%-9.0pp | 20.14%-14.6pp |
| Employer contribution / active EE | $33 | $1,874-98.3% | $2,682-98.8% | $2,281-98.6% |
| Participant deferral / active EE | $1,404 | $2,374-40.8% | $3,096-54.6% | $3,203-56.2% |
| Admin fee / account holder | $308 | $2,592-88.1% | $3,139-90.2% | $4,296-92.8% |