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 | $141,488 | $54,762+158.4% | $90,281+56.7% | $72,985+93.9% |
| Participation rate | 88.9% | 65.1%+23.7pp | 73.3%+15.6pp | 69.5%+19.4pp |
| Annual return | 15.54% | 30.63%-15.1pp | 78.10%-62.6pp | 81.00%-65.5pp |
| Employer contribution / active EE | $2,407 | $2,092+15.0% | $2,854-15.7% | $2,440-1.3% |
| Participant deferral / active EE | $7,113 | $2,887+146.4% | $3,885+83.1% | $3,607+97.2% |
| Admin fee / account holder | $2,674 | $3,972-32.7% | $5,351-50.0% | $5,124-47.8% |