Filed May 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 | $148,153 | $58,851+151.7% | $115,157+28.7% | $72,985+103.0% |
| Participation rate | 100.0% | 65.5%+34.5pp | 75.9%+24.1pp | 69.5%+30.5pp |
| Annual return | 4.84% | 23.16%-18.3pp | 35.60%-30.8pp | 81.00%-76.2pp |
| Employer contribution / active EE | $8,390 | $1,798+366.7% | $3,179+163.9% | $2,440+243.9% |
| Participant deferral / active EE | $6,200 | $2,643+134.6% | $4,168+48.7% | $3,607+71.9% |
| Admin fee / account holder | $34,449 | $6,370+440.8% | $7,088+386.0% | $5,124+572.3% |