Filed February 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 | $67,226 | $71,829-6.4% | $69,780-3.7% | $142,382-52.8% |
| Participation rate | 91.7% | 81.6%+10.1pp | 79.3%+12.4pp | 80.1%+11.5pp |
| Annual return | 11.38% | 31.01%-19.6pp | 26.31%-14.9pp | 217.08%-205.7pp |
| Employer contribution / active EE | $7,779 | $4,385+77.4% | $4,168+86.6% | $4,299+80.9% |
| Participant deferral / active EE | $5,948 | $6,819-12.8% | $6,164-3.5% | $6,507-8.6% |
| Admin fee / account holder | $26,101 | $7,818+233.8% | $7,285+258.3% | $12,624+106.8% |