Filed July 25, 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.
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 | $137,779 | $137,414+0.3% | $189,513-27.3% | $85,850+60.5% |
| Participation rate | 81.5% | 84.6%-3.1pp | 87.8%-6.3pp | 69.3%+12.2pp |
| Annual return | 16.01% | 38.14%-22.1pp | 555.15%-539.1pp | 318.53%-302.5pp |
| Employer contribution / active EE | $0 | $4,344-100.0% | $6,162-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,829 | $6,260-54.8% | $8,221-65.6% | $3,952-28.4% |
| Admin fee / account holder | $1,178 | $8,630-86.4% | $12,045-90.2% | $6,260-81.2% |