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 | $134,652 | $152,587-11.8% | $125,175+7.6% | $152,861-11.9% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 8.27% | 54.84%-46.6pp | 43.79%-35.5pp | 345.32%-337.0pp |
| Employer contribution / active EE | $9,874 | $4,946+99.6% | $3,865+155.4% | $4,762+107.3% |
| Participant deferral / active EE | $5,046 | $5,868-14.0% | $4,937+2.2% | $5,850-13.8% |
| Admin fee / account holder | $3,714 | $13,434-72.4% | $9,702-61.7% | $11,596-68.0% |