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.
See the 8-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 | $155,264 | $49,227+215.4% | $70,449+120.4% | $79,858+94.4% |
| Participation rate | 98.6% | 69.2%+29.4pp | 75.1%+23.5pp | 69.6%+28.9pp |
| Annual return | 13.20% | 30.06%-16.9pp | 109.03%-95.8pp | 31.71%-18.5pp |
| Employer contribution / active EE | $9,501 | $2,099+352.7% | $2,737+247.2% | $2,471+284.5% |
| Participant deferral / active EE | $0 | $2,768-100.0% | $3,709-100.0% | $3,740-100.0% |
| Admin fee / account holder | $6,955 | $2,878+141.6% | $3,845+80.9% | $5,306+31.1% |