Filed February 19, 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 | $66,348 | $100,041-33.7% | $149,718-55.7% | $70,131-5.4% |
| Participation rate | 94.1% | 83.6%+10.5pp | 87.1%+7.0pp | 69.5%+24.6pp |
| Annual return | 11.24% | 27.43%-16.2pp | 1501.63%-1490.4pp | 73.14%-61.9pp |
| Employer contribution / active EE | $2,490 | $3,662-32.0% | $5,445-54.3% | $2,342+6.3% |
| Participant deferral / active EE | $4,076 | $4,983-18.2% | $6,569-37.9% | $3,332+22.4% |
| Admin fee / account holder | $2,353 | $8,286-71.6% | $11,283-79.1% | $4,645-49.3% |