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 | $94,111 | $110,094-14.5% | $151,611-37.9% | $68,494+37.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -18.68% | -10.12%-8.6pp | 3.33%-22.0pp | -7.84%-10.8pp |
| Employer contribution / active EE | $5,700 | $4,471+27.5% | $6,166-7.6% | $2,596+119.5% |
| Participant deferral / active EE | $5,160 | $6,527-20.9% | $8,363-38.3% | $4,027+28.1% |
| Admin fee / account holder | $7,155 | $7,719-7.3% | $11,616-38.4% | $5,403+32.4% |