Filed November 8, 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.
Participant 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $394,197 | $183,963+114.3% | $162,163+143.1% | $152,861+157.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 0.04% | 150.76%-150.7pp | 115.59%-115.5pp | 345.32%-345.3pp |
| Employer contribution / active EE | $18,326 | $6,371+187.7% | $5,614+226.5% | $4,762+284.8% |
| Participant deferral / active EE | $1,385 | $8,034-82.8% | $7,298-81.0% | $5,850-76.3% |
| Admin fee / account holder | $564 | $13,121-95.7% | $10,843-94.8% | $11,596-95.1% |