Filed June 27, 2014 (most recent of 2 filings on file)
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 | $112,285 | $63,764+76.1% | $81,930+37.1% | $79,858+40.6% |
| Participation rate | 98.8% | 67.5%+31.2pp | 72.0%+26.8pp | 69.6%+29.1pp |
| Annual return | 9.63% | 22.66%-13.0pp | 29.49%-19.9pp | 31.71%-22.1pp |
| Employer contribution / active EE | $4,391 | $1,795+144.6% | $4,310+1.9% | $2,471+77.7% |
| Participant deferral / active EE | $7,379 | $2,780+165.4% | $7,107+3.8% | $3,740+97.3% |
| Admin fee / account holder | $40,171 | $4,426+807.5% | $5,158+678.8% | $5,306+657.1% |