Filed June 27, 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 5-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 | $44,900 | $172,111-73.9% | $150,298-70.1% | $137,256-67.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 9.76% | 69.37%-59.6pp | 62.79%-53.0pp | 220.34%-210.6pp |
| Employer contribution / active EE | $1,848 | $4,636-60.1% | $4,154-55.5% | $4,156-55.5% |
| Participant deferral / active EE | $7,740 | $6,166+25.5% | $5,453+41.9% | $6,407+20.8% |
| Admin fee / account holder | $995 | $16,471-94.0% | $14,116-92.9% | $12,270-91.9% |