Filed May 7, 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.
Employer 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,936 | $458,960-88.5% | $169,993-68.9% | - |
| Participation rate | 78.8% | 84.2%-5.4pp | 87.0%-8.2pp | - |
| Annual return | 24.02% | 12.01%+12.0pp | 53.37%-29.4pp | - |
| Employer contribution / active EE | $2,731 | $4,293-36.4% | $6,785-59.7% | - |
| Participant deferral / active EE | $6,133 | $7,668-20.0% | $10,408-41.1% | - |
| Admin fee / account holder | $3,010 | $63,551-95.3% | $12,815-76.5% | - |