Filed November 8, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $246,661 | $153,772+60.4% | $133,980+84.1% | $273,961-10.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | -2.52% | 36.51%-39.0pp | 29.30%-31.8pp | 41.45%-44.0pp |
| Employer contribution / active EE | $13,007 | $6,029+115.7% | $5,211+149.6% | $4,869+167.2% |
| Participant deferral / active EE | $852 | $6,958-87.8% | $6,282-86.4% | $5,287-83.9% |
| Admin fee / account holder | $56,076 | $11,765+376.6% | $9,324+501.4% | $10,132+453.5% |