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 | $36,281 | $66,310-45.3% | $93,606-61.2% | $65,185-44.3% |
| Participation rate | 80.8% | 74.0%+6.8pp | 75.8%+4.9pp | 70.2%+10.6pp |
| Annual return | 20.66% | 42.58%-21.9pp | 32.76%-12.1pp | 29.38%-8.7pp |
| Employer contribution / active EE | $1,805 | $2,012-10.3% | $2,718-33.6% | $2,177-17.1% |
| Participant deferral / active EE | $1,330 | $3,342-60.2% | $4,069-67.3% | $3,514-62.2% |
| Admin fee / account holder | $2,087 | $6,897-69.7% | $7,888-73.5% | $847+146.3% |