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 | $68,660 | $39,534+73.7% | $46,225+48.5% | $62,891+9.2% |
| Participation rate | 96.6% | 74.6%+22.0pp | 79.5%+17.0pp | 69.3%+27.2pp |
| Annual return | 2.85% | 8.93%-6.1pp | 7.57%-4.7pp | 20.14%-17.3pp |
| Employer contribution / active EE | $6,299 | $2,646+138.0% | $3,424+84.0% | $2,281+176.1% |
| Participant deferral / active EE | $4,570 | $2,681+70.5% | $3,776+21.0% | $3,203+42.7% |
| Admin fee / account holder | $5,646 | $2,464+129.1% | $3,519+60.4% | $4,296+31.4% |