Filed December 6, 2014 (most recent of 2 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 | $94,495 | $102,317-7.6% | $146,958-35.7% | $80,856+16.9% |
| Participation rate | 85.0% | 75.8%+9.2pp | 82.2%+2.8pp | 67.6%+17.4pp |
| Annual return | 11.43% | 134.76%-123.3pp | 418.34%-406.9pp | 35.59%-24.2pp |
| Employer contribution / active EE | $12,327 | $3,713+232.0% | $4,933+149.9% | $2,755+347.5% |
| Participant deferral / active EE | $14,708 | $6,644+121.4% | $8,070+82.3% | $4,296+242.4% |
| Admin fee / account holder | $6,697 | $7,941-15.7% | $12,998-48.5% | $6,918-3.2% |