Filed June 24, 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 | $78,802 | $138,347-43.0% | $184,203-57.2% | $80,856-2.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 9.09% | 20.02%-10.9pp | 28.81%-19.7pp | 35.59%-26.5pp |
| Employer contribution / active EE | $2,466 | $4,850-49.2% | $6,427-61.6% | $2,755-10.5% |
| Participant deferral / active EE | $2,727 | $7,071-61.4% | $9,131-70.1% | $4,296-36.5% |
| Admin fee / account holder | $2,951 | $10,483-71.8% | $13,901-78.8% | $6,918-57.3% |