Filed July 29, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $58,609 | $125,758-53.4% | $169,993-65.5% | $75,163-22.0% |
| Participation rate | 96.9% | 83.6%+13.3pp | 87.0%+9.9pp | 67.2%+29.7pp |
| Annual return | 12.83% | 27.20%-14.4pp | 53.37%-40.5pp | 160.62%-147.8pp |
| Employer contribution / active EE | $4,602 | $4,615-0.3% | $6,785-32.2% | $2,670+72.4% |
| Participant deferral / active EE | $2,416 | $6,837-64.7% | $10,408-76.8% | $4,125-41.4% |
| Admin fee / account holder | $9,643 | $8,173+18.0% | $12,815-24.7% | $5,651+70.7% |