Filed June 27, 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 | $53,240 | $168,632-68.4% | $147,614-63.9% | $125,391-57.5% |
| Participation rate | 86.7% | 88.8%-2.1pp | 84.6%+2.0pp | 83.2%+3.5pp |
| Annual return | -4.05% | 77.65%-81.7pp | 61.98%-66.0pp | 282.22%-286.3pp |
| Employer contribution / active EE | $1,890 | $6,252-69.8% | $5,564-66.0% | $4,866-61.2% |
| Participant deferral / active EE | $4,608 | $5,507-16.3% | $4,895-5.9% | $5,352-13.9% |
| Admin fee / account holder | $636 | $13,580-95.3% | $11,611-94.5% | $9,540-93.3% |