Filed July 7, 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 | $133,458 | $209,411-36.3% | $178,490-25.2% | $158,922-16.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 5.90% | 188.75%-182.9pp | 151.07%-145.2pp | 302.83%-296.9pp |
| Employer contribution / active EE | $11,577 | $5,706+102.9% | $5,011+131.0% | $4,761+143.1% |
| Participant deferral / active EE | $21,615 | $5,954+263.0% | $5,202+315.5% | $5,982+261.3% |
| Admin fee / account holder | $602 | $17,074-96.5% | $13,984-95.7% | $11,246-94.6% |