Filed July 28, 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 | $47,756 | $171,865-72.2% | $149,718-68.1% | $147,584-67.6% |
| Participation rate | 83.3% | 88.2%-4.9pp | 87.1%-3.7pp | 82.8%+0.5pp |
| Annual return | 15.87% | 2113.22%-2097.3pp | 1501.63%-1485.8pp | 578.55%-562.7pp |
| Employer contribution / active EE | $992 | $6,275-84.2% | $5,445-81.8% | $4,876-79.6% |
| Participant deferral / active EE | $2,644 | $7,271-63.6% | $6,569-59.8% | $5,439-51.4% |
| Admin fee / account holder | $6,815 | $13,799-50.6% | $11,283-39.6% | $10,885-37.4% |