Filed July 2, 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 | $111,579 | $100,773+10.7% | $88,946+25.4% | $142,382-21.6% |
| Participation rate | 93.3% | 74.3%+19.0pp | 68.8%+24.5pp | 80.1%+13.2pp |
| Annual return | 9.56% | 70.18%-60.6pp | 57.82%-48.3pp | 217.08%-207.5pp |
| Employer contribution / active EE | $1,369 | $2,918-53.1% | $2,555-46.4% | $4,299-68.2% |
| Participant deferral / active EE | $2,620 | $5,230-49.9% | $4,581-42.8% | $6,507-59.7% |
| Admin fee / account holder | $23,129 | $9,693+138.6% | $8,261+180.0% | $12,624+83.2% |