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 | $29,195 | $54,672-46.6% | $80,019-63.5% | - |
| Participation rate | 85.9% | 65.0%+20.8pp | 75.8%+10.0pp | - |
| Annual return | -5.45% | -8.02%+2.6pp | 11.22%-16.7pp | - |
| Employer contribution / active EE | $1,752 | $1,529+14.6% | $2,468-29.0% | - |
| Participant deferral / active EE | $1,117 | $2,794-60.0% | $3,686-69.7% | - |
| Admin fee / account holder | $3,122 | $4,207-25.8% | $6,521-52.1% | - |