Filed August 7, 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 | $47,301 | $87,841-46.2% | $133,980-64.7% | $62,891-24.8% |
| Participation rate | 85.2% | 83.4%+1.8pp | 87.1%-1.9pp | 69.3%+15.9pp |
| Annual return | 6.13% | 12.05%-5.9pp | 29.30%-23.2pp | 20.14%-14.0pp |
| Employer contribution / active EE | $913 | $3,483-73.8% | $5,211-82.5% | $2,281-60.0% |
| Participant deferral / active EE | $3,007 | $4,812-37.5% | $6,282-52.1% | $3,203-6.1% |
| Admin fee / account holder | $4,002 | $5,371-25.5% | $9,324-57.1% | $4,296-6.8% |