Filed November 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.
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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,634 | $40,256+137.6% | $57,343+66.8% | $59,632+60.4% |
| Participation rate | 98.6% | 69.2%+29.4pp | 75.1%+23.5pp | 68.7%+29.9pp |
| Annual return | -3.91% | 27.49%-31.4pp | 24.39%-28.3pp | 2041.28%-2045.2pp |
| Employer contribution / active EE | $8,826 | $1,922+359.2% | $2,689+228.3% | $2,203+300.7% |
| Participant deferral / active EE | $0 | $2,399-100.0% | $3,162-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,530 | $2,818-45.7% | $3,356-54.4% | $4,297-64.4% |