Filed April 22, 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 | $49,716 | $96,635-48.6% | $86,612-42.6% | $139,434-64.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | -8.48% | 106.41%-114.9pp | 591.07%-599.6pp | 372.94%-381.4pp |
| Employer contribution / active EE | $8,003 | $3,263+145.3% | $3,022+164.8% | $4,751+68.4% |
| Participant deferral / active EE | $9,690 | $4,836+100.4% | $4,438+118.3% | $6,710+44.4% |
| Admin fee / account holder | $4,743 | $6,408-26.0% | $5,614-15.5% | $11,403-58.4% |