Filed June 7, 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 | $43,568 | $100,852-56.8% | $90,404-51.8% | $158,922-72.6% |
| Participation rate | 92.9% | 75.0%+17.8pp | 72.7%+20.2pp | 82.0%+10.9pp |
| Annual return | 4.75% | 1724.20%-1719.5pp | 1293.02%-1288.3pp | 302.83%-298.1pp |
| Employer contribution / active EE | $1,850 | $3,689-49.8% | $3,262-43.3% | $4,761-61.1% |
| Participant deferral / active EE | $3,984 | $4,348-8.4% | $3,963+0.5% | $5,982-33.4% |
| Admin fee / account holder | $27,723 | $6,501+326.4% | $5,611+394.1% | $11,246+146.5% |