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 | $80,148 | $109,359-26.7% | $162,163-50.6% | $72,985+9.8% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 15.36% | 25.46%-10.1pp | 115.59%-100.2pp | 81.00%-65.6pp |
| Employer contribution / active EE | $7,813 | $3,907+100.0% | $5,614+39.2% | $2,440+220.2% |
| Participant deferral / active EE | $2,985 | $5,481-45.5% | $7,298-59.1% | $3,607-17.3% |
| Admin fee / account holder | $14,158 | $7,972+77.6% | $10,843+30.6% | $5,124+176.3% |