Filed October 24, 2014 (most recent of 2 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 | $73,748 | $94,529-22.0% | $140,016-47.3% | $64,186+14.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -7.02% | 7.77%-14.8pp | 651.12%-658.1pp | 7.63%-14.7pp |
| Employer contribution / active EE | $3,231 | $3,812-15.3% | $5,606-42.4% | $2,381+35.7% |
| Participant deferral / active EE | $2,146 | $5,250-59.1% | $6,927-69.0% | $3,470-38.2% |
| Admin fee / account holder | $2,946 | $6,741-56.3% | $10,705-72.5% | $4,888-39.7% |