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 | $138,545 | $91,190+51.9% | $178,490-22.4% | $79,858+73.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 9.53% | 24.19%-14.7pp | 151.07%-141.5pp | 31.71%-22.2pp |
| Employer contribution / active EE | $5,747 | $3,256+76.5% | $5,011+14.7% | $2,471+132.6% |
| Participant deferral / active EE | $3,889 | $3,236+20.2% | $5,202-25.2% | $3,740+4.0% |
| Admin fee / account holder | $6,336 | $6,751-6.2% | $13,984-54.7% | $5,306+19.4% |