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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $325,324 | $106,515+205.4% | $96,683+236.5% | $139,434+133.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | -7.47% | 38.43%-45.9pp | 35.69%-43.2pp | 372.94%-380.4pp |
| Employer contribution / active EE | $31,195 | $4,103+660.3% | $3,737+734.8% | $4,751+556.6% |
| Participant deferral / active EE | $11,147 | $5,454+104.4% | $4,878+128.5% | $6,710+66.1% |
| Admin fee / account holder | $7,559 | $7,877-4.0% | $6,730+12.3% | $11,403-33.7% |