Filed July 25, 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 | $89,545 | $77,813+15.1% | $123,544-27.5% | $64,186+39.5% |
| Participation rate | 80.6% | 74.7%+5.9pp | 82.3%-1.6pp | 69.6%+11.1pp |
| Annual return | -12.05% | 12.48%-24.5pp | 119.20%-131.2pp | 7.63%-19.7pp |
| Employer contribution / active EE | $1,521 | $3,014-49.5% | $4,628-67.1% | $2,381-36.1% |
| Participant deferral / active EE | $7,834 | $5,240+49.5% | $6,426+21.9% | $3,470+125.8% |
| Admin fee / account holder | $2,986 | $5,519-45.9% | $9,284-67.8% | $4,888-38.9% |