Filed November 14, 2014 (most recent of 3 filings on file)
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.
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 | $47,673 | $153,772-69.0% | $133,980-64.4% | $273,961-82.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | -3.53% | 36.51%-40.0pp | 29.30%-32.8pp | 41.45%-45.0pp |
| Employer contribution / active EE | $18,917 | $6,029+213.8% | $5,211+263.0% | $4,869+288.6% |
| Participant deferral / active EE | $233 | $6,958-96.6% | $6,282-96.3% | $5,287-95.6% |
| Admin fee / account holder | $76,234 | $11,765+548.0% | $9,324+717.6% | $10,132+652.4% |