Filed June 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 | $182,941 | $105,998+72.6% | $92,233+98.3% | $147,584+24.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 9.69% | 50.05%-40.4pp | 176.28%-166.6pp | 578.55%-568.9pp |
| Employer contribution / active EE | $19,632 | $4,333+353.1% | $3,679+433.6% | $4,876+302.6% |
| Participant deferral / active EE | $10,290 | $4,478+129.8% | $3,897+164.1% | $5,439+89.2% |
| Admin fee / account holder | $35,159 | $6,332+455.2% | $5,194+577.0% | $10,885+223.0% |