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 | $114,333 | $123,793-7.6% | $177,821-35.7% | $79,858+43.2% |
| Participation rate | 98.7% | 84.7%+14.1pp | 87.7%+11.0pp | 69.6%+29.1pp |
| Annual return | 17.38% | 22.82%-5.4pp | 48.32%-30.9pp | 31.71%-14.3pp |
| Employer contribution / active EE | $3,954 | $4,095-3.4% | $5,918-33.2% | $2,471+60.0% |
| Participant deferral / active EE | $2,662 | $5,956-55.3% | $7,714-65.5% | $3,740-28.8% |
| Admin fee / account holder | $2,255 | $7,243-68.9% | $12,427-81.9% | $5,306-57.5% |