Filed August 8, 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 | $43,921 | $70,428-37.6% | $96,562-54.5% | $85,850-48.8% |
| Participation rate | 76.7% | 61.8%+14.9pp | 69.8%+6.9pp | 69.3%+7.4pp |
| Annual return | 15.88% | 18.59%-2.7pp | 37.78%-21.9pp | 318.53%-302.7pp |
| Employer contribution / active EE | $58 | $1,413-95.9% | $2,356-97.5% | $2,565-97.7% |
| Participant deferral / active EE | $3,224 | $2,894+11.4% | $3,849-16.2% | $3,952-18.4% |
| Admin fee / account holder | $7,124 | $4,997+42.6% | $6,181+15.3% | $6,260+13.8% |