Filed March 7, 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 | $24,635 | $48,076-48.8% | $78,689-68.7% | $62,891-60.8% |
| Participation rate | 92.9% | 65.2%+27.6pp | 73.6%+19.3pp | 69.3%+23.6pp |
| Annual return | 4.46% | 31.35%-26.9pp | 62.18%-57.7pp | 20.14%-15.7pp |
| Employer contribution / active EE | $3,448 | $2,015+71.1% | $2,851+21.0% | $2,281+51.2% |
| Participant deferral / active EE | $3,642 | $2,588+40.7% | $3,517+3.6% | $3,203+13.7% |
| Admin fee / account holder | $1,316 | $3,207-59.0% | $4,510-70.8% | $4,296-69.4% |