Filed April 8, 2014 (most recent of 4 filings on file)
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $211,832 | $117,841+79.8% | $102,423+106.8% | $145,922+45.2% |
| Participation rate | 85.7% | 78.6%+7.1pp | 76.5%+9.2pp | 80.3%+5.4pp |
| Annual return | 10.97% | 31.65%-20.7pp | 29.32%-18.4pp | 561.29%-550.3pp |
| Employer contribution / active EE | $3,996 | $3,615+10.6% | $3,023+32.2% | $4,660-14.2% |
| Participant deferral / active EE | $8,465 | $5,731+47.7% | $5,053+67.5% | $6,688+26.6% |
| Admin fee / account holder | $1,718 | $13,326-87.1% | $9,451-81.8% | $13,397-87.2% |