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 | $278,477 | $114,381+143.5% | $107,525+159.0% | $142,382+95.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 4.99% | 242.71%-237.7pp | 181.32%-176.3pp | 217.08%-212.1pp |
| Employer contribution / active EE | $30,537 | $4,015+660.6% | $3,754+713.6% | $4,299+610.3% |
| Participant deferral / active EE | $7,960 | $5,564+43.1% | $5,116+55.6% | $6,507+22.3% |
| Admin fee / account holder | $92,719 | $9,860+840.3% | $8,919+939.6% | $12,624+634.5% |