Filed March 21, 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.
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 | $222,065 | $167,484+32.6% | $151,611+46.5% | $134,475+65.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -27.60% | 7.80%-35.4pp | 3.33%-30.9pp | 417.96%-445.6pp |
| Employer contribution / active EE | $13,457 | $6,829+97.1% | $6,166+118.2% | $4,740+183.9% |
| Participant deferral / active EE | $16,837 | $8,986+87.4% | $8,363+101.3% | $6,400+163.1% |
| Admin fee / account holder | $2,915 | $13,783-78.9% | $11,616-74.9% | $11,426-74.5% |