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 | $49,614 | $45,035+10.2% | $62,995-21.2% | $70,131-29.3% |
| Participation rate | 93.8% | 69.5%+24.3pp | 74.8%+19.0pp | 69.5%+24.3pp |
| Annual return | 14.23% | 18.76%-4.5pp | 87.57%-73.3pp | 73.14%-58.9pp |
| Employer contribution / active EE | $61 | $2,051-97.0% | $2,759-97.8% | $2,342-97.4% |
| Participant deferral / active EE | $1,547 | $2,465-37.2% | $3,329-53.5% | $3,332-53.6% |
| Admin fee / account holder | $1,673 | $2,834-41.0% | $3,600-53.5% | $4,645-64.0% |