Filed January 2, 2014
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 10-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.
Employer 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 | $56,010 | $72,277-22.5% | $101,248-44.7% | $79,858-29.9% |
| Participation rate | 86.6% | 68.5%+18.1pp | 75.8%+10.8pp | 69.6%+16.9pp |
| Annual return | 17.70% | 22.30%-4.6pp | 46.47%-28.8pp | 31.71%-14.0pp |
| Employer contribution / active EE | $541 | $2,692-79.9% | $3,660-85.2% | $2,471-78.1% |
| Participant deferral / active EE | $2,713 | $3,282-17.3% | $4,370-37.9% | $3,740-27.5% |
| Admin fee / account holder | $2,182 | $4,400-50.4% | $5,945-63.3% | $5,306-58.9% |