Filed September 24, 2014 (most recent of 4 filings on file)
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 | $35,005 | $167,484-79.1% | $151,611-76.9% | $134,475-74.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.06% | 7.80%-25.9pp | 3.33%-21.4pp | 417.96%-436.0pp |
| Employer contribution / active EE | $3,971 | $6,829-41.9% | $6,166-35.6% | $4,740-16.2% |
| Participant deferral / active EE | $2,658 | $8,986-70.4% | $8,363-68.2% | $6,400-58.5% |
| Admin fee / account holder | $7,634 | $13,783-44.6% | $11,616-34.3% | $11,426-33.2% |