Filed January 20, 2014 (most recent of 4 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 | $118,082 | $53,127+122.3% | $86,590+36.4% | $70,131+68.4% |
| Participation rate | 88.6% | 65.3%+23.3pp | 73.5%+15.1pp | 69.5%+19.1pp |
| Annual return | 11.32% | 27.66%-16.3pp | 964.84%-953.5pp | 73.14%-61.8pp |
| Employer contribution / active EE | $2,276 | $2,068+10.0% | $2,839-19.9% | $2,342-2.9% |
| Participant deferral / active EE | $6,363 | $2,696+136.0% | $3,609+76.3% | $3,332+91.0% |
| Admin fee / account holder | $2,106 | $3,585-41.3% | $4,906-57.1% | $4,645-54.7% |