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 | $30,566 | $67,411-54.7% | $91,001-66.4% | $70,131-56.4% |
| Participation rate | 91.8% | 71.4%+20.4pp | 75.6%+16.2pp | 69.5%+22.2pp |
| Annual return | 15.22% | -40.16%+55.4pp | 4.60%+10.6pp | 73.14%-57.9pp |
| Employer contribution / active EE | $1,523 | $1,786-14.7% | $2,456-38.0% | $2,342-35.0% |
| Participant deferral / active EE | $1,036 | $2,823-63.3% | $3,547-70.8% | $3,332-68.9% |
| Admin fee / account holder | $2,390 | $4,236-43.6% | $5,417-55.9% | $4,645-48.5% |