Filed November 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.
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 | $43,152 | $156,846-72.5% | $121,098-64.4% | $139,434-69.1% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 6.73% | 1474.56%-1467.8pp | 985.75%-979.0pp | 372.94%-366.2pp |
| Employer contribution / active EE | $3,324 | $5,536-40.0% | $4,164-20.2% | $4,751-30.0% |
| Participant deferral / active EE | $4,711 | $4,844-2.8% | $4,080+15.5% | $6,710-29.8% |
| Admin fee / account holder | $1,949 | $6,946-71.9% | $5,644-65.5% | $11,403-82.9% |