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 | $32,519 | $58,828-44.7% | $77,999-58.3% | $62,891-48.3% |
| Participation rate | 72.2% | 71.1%+1.1pp | 75.5%-3.4pp | 69.3%+2.9pp |
| Annual return | 8.14% | 17.16%-9.0pp | 425.96%-417.8pp | 20.14%-12.0pp |
| Employer contribution / active EE | $1,468 | $1,672-12.2% | $2,470-40.6% | $2,281-35.6% |
| Participant deferral / active EE | $1,042 | $2,686-61.2% | $3,497-70.2% | $3,203-67.5% |
| Admin fee / account holder | $599 | $4,393-86.4% | $5,480-89.1% | $4,296-86.1% |