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 | $178,287 | $115,770+54.0% | $101,248+76.1% | $158,922+12.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | -7.16% | 56.14%-63.3pp | 46.47%-53.6pp | 302.83%-310.0pp |
| Employer contribution / active EE | $18,790 | $4,175+350.1% | $3,660+413.4% | $4,761+294.6% |
| Participant deferral / active EE | $9,224 | $4,957+86.1% | $4,370+111.1% | $5,982+54.2% |
| Admin fee / account holder | $7,738 | $7,245+6.8% | $5,945+30.1% | $11,246-31.2% |