Filed July 25, 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 | $37,302 | $57,281-34.9% | $86,612-56.9% | $75,163-50.4% |
| Participation rate | 70.0% | 63.2%+6.8pp | 71.7%-1.7pp | 67.2%+2.8pp |
| Annual return | 14.48% | 2670.75%-2656.3pp | 591.07%-576.6pp | 160.62%-146.1pp |
| Employer contribution / active EE | $194 | $2,314-91.6% | $3,022-93.6% | $2,670-92.7% |
| Participant deferral / active EE | $2,363 | $3,318-28.8% | $4,438-46.7% | $4,125-42.7% |
| Admin fee / account holder | $4,450 | $4,112+8.2% | $5,614-20.7% | $5,651-21.2% |