Filed April 15, 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.
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 | $92,440 | $214,378-56.9% | $200,582-53.9% | $142,382-35.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 13.82% | 46.41%-32.6pp | 42.33%-28.5pp | 217.08%-203.3pp |
| Employer contribution / active EE | $4,253 | $6,841-37.8% | $6,419-33.7% | $4,299-1.1% |
| Participant deferral / active EE | $2,826 | $9,865-71.3% | $9,331-69.7% | $6,507-56.6% |
| Admin fee / account holder | $2,683 | $17,692-84.8% | $16,305-83.5% | $12,624-78.7% |