Filed September 17, 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 | $75,331 | $100,852-25.3% | $90,404-16.7% | $158,922-52.6% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.7%+16.2pp | 82.0%+6.9pp |
| Annual return | 5.74% | 1724.20%-1718.5pp | 1293.02%-1287.3pp | 302.83%-297.1pp |
| Employer contribution / active EE | $4,904 | $3,689+33.0% | $3,262+50.3% | $4,761+3.0% |
| Participant deferral / active EE | $6,548 | $4,348+50.6% | $3,963+65.2% | $5,982+9.5% |
| Admin fee / account holder | $2,483 | $6,501-61.8% | $5,611-55.8% | $11,246-77.9% |