Filed February 10, 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 | $78,338 | $109,359-28.4% | $162,163-51.7% | $72,985+7.3% |
| Participation rate | 83.1% | 84.3%-1.2pp | 87.6%-4.5pp | 69.5%+13.6pp |
| Annual return | 15.51% | 25.46%-10.0pp | 115.59%-100.1pp | 81.00%-65.5pp |
| Employer contribution / active EE | $3,234 | $3,907-17.2% | $5,614-42.4% | $2,440+32.6% |
| Participant deferral / active EE | $4,671 | $5,481-14.8% | $7,298-36.0% | $3,607+29.5% |
| Admin fee / account holder | $32,888 | $7,972+312.6% | $10,843+203.3% | $5,124+541.8% |