Filed May 13, 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 | $225,091 | $65,365+244.4% | $92,893+142.3% | $72,985+208.4% |
| Participation rate | 97.1% | 68.3%+28.8pp | 76.0%+21.1pp | 69.5%+27.7pp |
| Annual return | 4.83% | 42.10%-37.3pp | 109.41%-104.6pp | 81.00%-76.2pp |
| Employer contribution / active EE | $6,452 | $2,594+148.7% | $3,653+76.6% | $2,440+164.4% |
| Participant deferral / active EE | $7,164 | $3,128+129.0% | $4,236+69.1% | $3,607+98.6% |
| Admin fee / account holder | $7,709 | $4,251+81.3% | $5,794+33.1% | $5,124+50.4% |