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 | $53,732 | $78,672-31.7% | $109,143-50.8% | $85,850-37.4% |
| Participation rate | 91.0% | 68.3%+22.8pp | 75.9%+15.2pp | 69.3%+21.7pp |
| Annual return | 13.43% | 25.09%-11.7pp | 25.75%-12.3pp | 318.53%-305.1pp |
| Employer contribution / active EE | $361 | $2,735-86.8% | $3,722-90.3% | $2,565-85.9% |
| Participant deferral / active EE | $2,792 | $3,467-19.5% | $4,653-40.0% | $3,952-29.4% |
| Admin fee / account holder | $13,613 | $5,469+148.9% | $6,752+101.6% | $6,260+117.5% |