Filed July 29, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,004 | $100,041-42.0% | $149,718-61.3% | $70,131-17.3% |
| Participation rate | 95.6% | 83.6%+12.0pp | 87.1%+8.5pp | 69.5%+26.0pp |
| Annual return | 18.58% | 27.43%-8.8pp | 1501.63%-1483.0pp | 73.14%-54.6pp |
| Employer contribution / active EE | $2,767 | $3,662-24.4% | $5,445-49.2% | $2,342+18.1% |
| Participant deferral / active EE | $1,669 | $4,983-66.5% | $6,569-74.6% | $3,332-49.9% |
| Admin fee / account holder | $4,021 | $8,286-51.5% | $11,283-64.4% | $4,645-13.4% |