Filed October 9, 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 4-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 | $70,609 | $125,758-43.9% | $169,993-58.5% | $75,163-6.1% |
| Participation rate | 86.7% | 83.6%+3.1pp | 87.0%-0.3pp | 67.2%+19.5pp |
| Annual return | 12.06% | 27.20%-15.1pp | 53.37%-41.3pp | 160.62%-148.6pp |
| Employer contribution / active EE | $2,792 | $4,615-39.5% | $6,785-58.8% | $2,670+4.6% |
| Participant deferral / active EE | $5,086 | $6,837-25.6% | $10,408-51.1% | $4,125+23.3% |
| Admin fee / account holder | $27,749 | $8,173+239.5% | $12,815+116.5% | $5,651+391.0% |