Filed March 7, 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 | $106,321 | $68,346+55.6% | $94,646+12.3% | $75,163+41.5% |
| Participation rate | 100.0% | 76.1%+23.9pp | 80.8%+19.2pp | 67.2%+32.8pp |
| Annual return | 13.53% | 616.93%-603.4pp | 156.71%-143.2pp | 160.62%-147.1pp |
| Employer contribution / active EE | $6,416 | $2,701+137.5% | $3,672+74.7% | $2,670+140.3% |
| Participant deferral / active EE | $13,516 | $6,537+106.7% | $7,418+82.2% | $4,125+227.6% |
| Admin fee / account holder | $42,792 | $5,326+703.5% | $7,231+491.8% | $5,651+657.3% |