Filed December 30, 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 | $38,485 | $45,073-14.6% | $69,455-44.6% | $72,985-47.3% |
| Participation rate | 83.9% | 68.5%+15.4pp | 74.6%+9.3pp | 69.5%+14.4pp |
| Annual return | -0.73% | 22.65%-23.4pp | 28.97%-29.7pp | 81.00%-81.7pp |
| Employer contribution / active EE | $2,308 | $2,054+12.4% | $2,779-17.0% | $2,440-5.4% |
| Participant deferral / active EE | $5,679 | $2,602+118.3% | $3,535+60.6% | $3,607+57.4% |
| Admin fee / account holder | $1,929 | $3,056-36.9% | $3,839-49.8% | $5,124-62.4% |