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 | $45,781 | $153,772-70.2% | $133,980-65.8% | $273,961-83.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 8.78% | 36.51%-27.7pp | 29.30%-20.5pp | 41.45%-32.7pp |
| Employer contribution / active EE | $4,193 | $6,029-30.4% | $5,211-19.5% | $4,869-13.9% |
| Participant deferral / active EE | $2,386 | $6,958-65.7% | $6,282-62.0% | $5,287-54.9% |
| Admin fee / account holder | $11,022 | $11,765-6.3% | $9,324+18.2% | $10,132+8.8% |