Filed October 30, 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 | $197,553 | $80,717+144.7% | $154,803+27.6% | $84,808+132.9% |
| Participation rate | 82.5% | 66.8%+15.6pp | 78.1%+4.4pp | 68.3%+14.1pp |
| Annual return | 12.16% | 37.96%-25.8pp | 58.88%-46.7pp | 40.90%-28.7pp |
| Employer contribution / active EE | $4,157 | $2,761+50.5% | $4,305-3.5% | $2,631+58.0% |
| Participant deferral / active EE | $7,328 | $3,303+121.8% | $5,540+32.3% | $4,212+74.0% |
| Admin fee / account holder | $32,565 | $6,746+382.8% | $14,329+127.3% | $7,344+343.4% |