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 | $60,980 | $122,239-50.1% | $184,203-66.9% | $74,495-18.1% |
| Participation rate | 99.1% | 85.5%+13.6pp | 86.8%+12.2pp | 67.2%+31.9pp |
| Annual return | 11.18% | 19.95%-8.8pp | 28.81%-17.6pp | 1364.94%-1353.8pp |
| Employer contribution / active EE | $4,685 | $4,537+3.3% | $6,427-27.1% | $2,623+78.6% |
| Participant deferral / active EE | $2,458 | $7,139-65.6% | $9,131-73.1% | $4,346-43.4% |
| Admin fee / account holder | $7,383 | $1,260+486.1% | $13,901-46.9% | $1,942+280.2% |