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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,032 | $39,122+155.7% | $57,179+74.9% | $62,891+59.1% |
| Participation rate | 98.5% | 70.5%+28.0pp | 75.3%+23.1pp | 69.3%+29.2pp |
| Annual return | 8.56% | 9.23%-0.7pp | 14.59%-6.0pp | 20.14%-11.6pp |
| Employer contribution / active EE | $9,215 | $1,874+391.7% | $2,682+243.6% | $2,281+304.0% |
| Participant deferral / active EE | $0 | $2,374-100.0% | $3,096-100.0% | $3,203-100.0% |
| Admin fee / account holder | $6,949 | $2,592+168.1% | $3,139+121.4% | $4,296+61.8% |