Filed September 26, 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 | $67,225 | $73,004-7.9% | $90,749-25.9% | $68,494-1.9% |
| Participation rate | 81.4% | 70.8%+10.5pp | 75.7%+5.7pp | 67.9%+13.5pp |
| Annual return | -20.40% | -13.81%-6.6pp | -12.16%-8.2pp | -7.84%-12.6pp |
| Employer contribution / active EE | $923 | $2,193-57.9% | $2,921-68.4% | $2,596-64.5% |
| Participant deferral / active EE | $4,517 | $3,627+24.5% | $4,564-1.0% | $4,027+12.2% |
| Admin fee / account holder | $10,094 | $5,896+71.2% | $8,445+19.5% | $5,403+86.8% |