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 | $67,227 | $109,359-38.5% | $162,163-58.5% | $72,985-7.9% |
| Participation rate | 94.3% | 84.3%+10.0pp | 87.6%+6.7pp | 69.5%+24.8pp |
| Annual return | 17.84% | 25.46%-7.6pp | 115.59%-97.7pp | 81.00%-63.2pp |
| Employer contribution / active EE | $3,081 | $3,907-21.1% | $5,614-45.1% | $2,440+26.3% |
| Participant deferral / active EE | $2,087 | $5,481-61.9% | $7,298-71.4% | $3,607-42.1% |
| Admin fee / account holder | $6,829 | $7,972-14.3% | $10,843-37.0% | $5,124+33.3% |