Filed November 10, 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 9-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 | $30,702 | $77,634-60.5% | $156,549-80.4% | $62,891-51.2% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 0.83% | 50.32%-49.5pp | 32.23%-31.4pp | 20.14%-19.3pp |
| Employer contribution / active EE | $3,916 | $3,444+13.7% | $5,501-28.8% | $2,281+71.7% |
| Participant deferral / active EE | $2,222 | $3,045-27.0% | $4,871-54.4% | $3,203-30.6% |
| Admin fee / account holder | $1,733 | $5,561-68.8% | $13,027-86.7% | $4,296-59.7% |