Filed April 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 | $47,538 | $81,947-42.0% | $105,387-54.9% | $72,985-34.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 10.34% | 42.90%-32.6pp | 26.82%-16.5pp | 81.00%-70.7pp |
| Employer contribution / active EE | $2,425 | $3,468-30.1% | $4,213-42.5% | $2,440-0.6% |
| Participant deferral / active EE | $0 | $4,494-100.0% | $5,502-100.0% | $3,607-100.0% |
| Admin fee / account holder | $1,150 | $6,258-81.6% | $6,559-82.5% | $5,124-77.6% |