Filed December 30, 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 | $27,979 | $105,181-73.4% | $159,436-82.5% | $85,850-67.4% |
| Participation rate | 86.8% | 75.8%+11.0pp | 82.8%+4.0pp | 69.3%+17.5pp |
| Annual return | 11.37% | 45.07%-33.7pp | 263.57%-252.2pp | 318.53%-307.2pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,365 | $5,945-43.4% | $7,352-54.2% | $3,952-14.9% |
| Admin fee / account holder | $695 | $6,933-90.0% | $10,799-93.6% | $6,260-88.9% |