Filed May 14, 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 | $207,717 | $91,190+127.8% | $178,490+16.4% | $79,858+160.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 8.11% | 24.19%-16.1pp | 151.07%-143.0pp | 31.71%-23.6pp |
| Employer contribution / active EE | $8,892 | $3,256+173.1% | $5,011+77.5% | $2,471+259.9% |
| Participant deferral / active EE | $7,404 | $3,236+128.8% | $5,202+42.3% | $3,740+98.0% |
| Admin fee / account holder | $19,943 | $6,751+195.4% | $13,984+42.6% | $5,306+275.8% |