Filed November 25, 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 8-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 | $129,884 | $48,230+169.3% | $67,502+92.4% | $80,856+60.6% |
| Participation rate | 96.6% | 66.4%+30.2pp | 72.9%+23.7pp | 67.6%+28.9pp |
| Annual return | 11.18% | 18.28%-7.1pp | 3512.12%-3500.9pp | 35.59%-24.4pp |
| Employer contribution / active EE | $12,965 | $2,020+541.9% | $2,731+374.7% | $2,755+370.6% |
| Participant deferral / active EE | $0 | $2,924-100.0% | $4,000-100.0% | $4,296-100.0% |
| Admin fee / account holder | $4,798 | $3,681+30.4% | $3,998+20.0% | $6,918-30.6% |