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 | $63,886 | $132,049-51.6% | $200,582-68.1% | $74,304-14.0% |
| Participation rate | 98.2% | 84.1%+14.2pp | 86.9%+11.3pp | 60.3%+37.9pp |
| Annual return | 11.64% | 22.22%-10.6pp | 42.33%-30.7pp | 29.43%-17.8pp |
| Employer contribution / active EE | $5,424 | $4,558+19.0% | $6,419-15.5% | $2,241+142.0% |
| Participant deferral / active EE | $2,857 | $7,213-60.4% | $9,331-69.4% | $3,767-24.2% |
| Admin fee / account holder | $10,853 | $2,405+351.4% | $16,305-33.4% | $2,969+265.6% |