Filed March 27, 2014 (most recent of 5 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 3-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 | $98,257 | $64,307+52.8% | $57,343+71.4% | $125,391-21.6% |
| Participation rate | 95.2% | 78.6%+16.6pp | 75.1%+20.1pp | 83.2%+12.0pp |
| Annual return | -12.02% | 25.12%-37.1pp | 24.39%-36.4pp | 282.22%-294.2pp |
| Employer contribution / active EE | $1,371 | $3,193-57.1% | $2,689-49.0% | $4,866-71.8% |
| Participant deferral / active EE | $4,484 | $3,848+16.5% | $3,162+41.8% | $5,352-16.2% |
| Admin fee / account holder | $18,658 | $5,242+255.9% | $3,356+456.0% | $9,540+95.6% |