Filed March 21, 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 | $13,948 | $43,327-67.8% | $59,878-76.7% | $64,186-78.3% |
| Participation rate | 92.9% | 69.2%+23.8pp | 74.7%+18.2pp | 69.6%+23.4pp |
| Annual return | -2.45% | -1.55%-0.9pp | 3.46%-5.9pp | 7.63%-10.1pp |
| Employer contribution / active EE | $1,744 | $2,028-14.0% | $2,722-35.9% | $2,381-26.7% |
| Participant deferral / active EE | $0 | $2,546-100.0% | $3,402-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,037 | $3,005-65.5% | $3,590-71.1% | $4,888-78.8% |