Filed August 4, 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 | $74,868 | $76,552-2.2% | $123,892-39.6% | $62,891+19.0% |
| Participation rate | 97.9% | 73.0%+24.9pp | 81.4%+16.5pp | 69.3%+28.6pp |
| Annual return | 5.19% | 18.68%-13.5pp | 47.52%-42.3pp | 20.14%-15.0pp |
| Employer contribution / active EE | $5,173 | $2,883+79.5% | $4,617+12.0% | $2,281+126.8% |
| Participant deferral / active EE | $7,068 | $4,840+46.0% | $5,984+18.1% | $3,203+120.7% |
| Admin fee / account holder | $2,512 | $4,826-47.9% | $8,357-69.9% | $4,296-41.5% |