Filed July 22, 2014 (most recent of 2 filings on file)
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 | $115,407 | $144,119-19.9% | $117,854-2.1% | $147,584-21.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 5.43% | 531.15%-525.7pp | 335.08%-329.6pp | 578.55%-573.1pp |
| Employer contribution / active EE | $8,542 | $4,896+74.4% | $3,786+125.6% | $4,876+75.2% |
| Participant deferral / active EE | $3,857 | $5,316-27.4% | $4,482-13.9% | $5,439-29.1% |
| Admin fee / account holder | $1,916 | $10,886-82.4% | $8,020-76.1% | $10,885-82.4% |