Filed April 14, 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 | $38,521 | $64,707-40.5% | $112,228-65.7% | $68,494-43.8% |
| Participation rate | 71.4% | 67.2%+4.3pp | 75.1%-3.6pp | 67.9%+3.5pp |
| Annual return | -15.07% | -11.40%-3.7pp | 27.45%-42.5pp | -7.84%-7.2pp |
| Employer contribution / active EE | $323 | $2,746-88.2% | $3,635-91.1% | $2,596-87.6% |
| Participant deferral / active EE | $2,818 | $3,565-21.0% | $4,728-40.4% | $4,027-30.0% |
| Admin fee / account holder | $2,282 | $5,232-56.4% | $6,410-64.4% | $5,403-57.8% |