Filed October 11, 2014 (most recent of 3 filings on file)
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 | $78,665 | $87,841-10.4% | $133,980-41.3% | $62,891+25.1% |
| Participation rate | 94.4% | 83.4%+11.1pp | 87.1%+7.4pp | 69.3%+25.1pp |
| Annual return | 4.03% | 12.05%-8.0pp | 29.30%-25.3pp | 20.14%-16.1pp |
| Employer contribution / active EE | $7,634 | $3,483+119.2% | $5,211+46.5% | $2,281+234.7% |
| Participant deferral / active EE | $2,713 | $4,812-43.6% | $6,282-56.8% | $3,203-15.3% |
| Admin fee / account holder | $6,355 | $5,371+18.3% | $9,324-31.8% | $4,296+47.9% |