Filed March 23, 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 | $72,499 | $53,777+34.8% | $134,143-46.0% | $79,858-9.2% |
| Participation rate | 100.0% | 58.8%+41.2pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | 10.14% | 19.01%-8.9pp | 36.33%-26.2pp | 31.71%-21.6pp |
| Employer contribution / active EE | $1,801 | $1,321+36.3% | $3,704-51.4% | $2,471-27.1% |
| Participant deferral / active EE | $4,758 | $2,420+96.6% | $3,499+36.0% | $3,740+27.2% |
| Admin fee / account holder | $7,710 | $3,984+93.5% | $6,684+15.3% | $5,306+45.3% |