Filed March 28, 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 | $96,569 | $72,277+33.6% | $101,248-4.6% | $79,858+20.9% |
| Participation rate | 96.9% | 68.5%+28.5pp | 75.8%+21.1pp | 69.6%+27.3pp |
| Annual return | -21.82% | 22.30%-44.1pp | 46.47%-68.3pp | 31.71%-53.5pp |
| Employer contribution / active EE | $2,670 | $2,692-0.8% | $3,660-27.0% | $2,471+8.1% |
| Participant deferral / active EE | $5,441 | $3,282+65.8% | $4,370+24.5% | $3,740+45.5% |
| Admin fee / account holder | $1,209 | $4,400-72.5% | $5,945-79.7% | $5,306-77.2% |