Filed November 8, 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 | $64,874 | $123,793-47.6% | $177,821-63.5% | $79,858-18.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 8.88% | 22.82%-13.9pp | 48.32%-39.4pp | 31.71%-22.8pp |
| Employer contribution / active EE | $4,068 | $4,095-0.7% | $5,918-31.3% | $2,471+64.6% |
| Participant deferral / active EE | $3,425 | $5,956-42.5% | $7,714-55.6% | $3,740-8.4% |
| Admin fee / account holder | $826 | $7,243-88.6% | $12,427-93.4% | $5,306-84.4% |