Filed February 13, 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 | $206,190 | $103,966+98.3% | $112,887+82.7% | $75,163+174.3% |
| Participation rate | 98.6% | 75.7%+23.0pp | 80.5%+18.1pp | 67.2%+31.4pp |
| Annual return | 12.31% | 24.54%-12.2pp | 34.10%-21.8pp | 160.62%-148.3pp |
| Employer contribution / active EE | $10,098 | $3,870+160.9% | $4,563+121.3% | $2,670+278.2% |
| Participant deferral / active EE | $6,264 | $5,456+14.8% | $6,513-3.8% | $4,125+51.8% |
| Admin fee / account holder | $10,933 | $7,663+42.7% | $7,047+55.1% | $5,651+93.5% |