Filed April 22, 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 | $154,857 | $85,202+81.8% | $172,739-10.4% | $72,985+112.2% |
| Participation rate | 96.4% | 70.1%+26.4pp | 82.6%+13.8pp | 69.5%+26.9pp |
| Annual return | 1.69% | 27.32%-25.6pp | 802.84%-801.1pp | 81.00%-79.3pp |
| Employer contribution / active EE | $5,690 | $3,324+71.2% | $5,143+10.6% | $2,440+133.2% |
| Participant deferral / active EE | $3,353 | $3,260+2.9% | $5,198-35.5% | $3,607-7.0% |
| Admin fee / account holder | $57,811 | $5,884+882.5% | $13,954+314.3% | $5,124+1028.2% |