Filed January 16, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,939 | $201,272-40.9% | $184,203-35.4% | $145,922-18.5% |
| Participation rate | 84.2% | 87.5%-3.3pp | 86.8%-2.6pp | 80.3%+3.9pp |
| Annual return | 16.22% | 29.00%-12.8pp | 28.81%-12.6pp | 561.29%-545.1pp |
| Employer contribution / active EE | $1,056 | $7,022-85.0% | $6,427-83.6% | $4,660-77.3% |
| Participant deferral / active EE | $7,456 | $9,806-24.0% | $9,131-18.3% | $6,688+11.5% |
| Admin fee / account holder | $1,287 | $16,364-92.1% | $13,901-90.7% | $13,397-90.4% |