Filed October 24, 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 | $108,030 | $110,094-1.9% | $151,611-28.7% | $68,494+57.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -21.11% | -10.12%-11.0pp | 3.33%-24.4pp | -7.84%-13.3pp |
| Employer contribution / active EE | $5,297 | $4,471+18.5% | $6,166-14.1% | $2,596+104.0% |
| Participant deferral / active EE | $3,145 | $6,527-51.8% | $8,363-62.4% | $4,027-21.9% |
| Admin fee / account holder | $1,946 | $7,719-74.8% | $11,616-83.2% | $5,403-64.0% |