Filed November 10, 2014 (most recent of 7 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 6-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 | $28,331 | $54,380-47.9% | $68,509-58.6% | $59,632-52.5% |
| Participation rate | 75.0% | 70.2%+4.8pp | 74.7%+0.3pp | 68.7%+6.3pp |
| Annual return | -0.35% | 2.83%-3.2pp | 8.27%-8.6pp | 2041.28%-2041.6pp |
| Employer contribution / active EE | $1,498 | $1,539-2.6% | $2,278-34.2% | $2,203-32.0% |
| Participant deferral / active EE | $1,069 | $2,643-59.6% | $3,382-68.4% | $3,192-66.5% |
| Admin fee / account holder | $2,756 | $3,885-29.1% | $5,275-47.8% | $4,297-35.9% |