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 | $120,435 | $122,239-1.5% | $184,203-34.6% | $74,495+61.7% |
| Participation rate | 96.1% | 85.5%+10.6pp | 86.8%+9.3pp | 67.2%+28.9pp |
| Annual return | 17.22% | 19.95%-2.7pp | 28.81%-11.6pp | 1364.94%-1347.7pp |
| Employer contribution / active EE | $4,891 | $4,537+7.8% | $6,427-23.9% | $2,623+86.5% |
| Participant deferral / active EE | $3,066 | $7,139-57.0% | $9,131-66.4% | $4,346-29.4% |
| Admin fee / account holder | $2,602 | $1,260+106.5% | $13,901-81.3% | $1,942+34.0% |