Filed December 1, 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 | $161,859 | $89,355+81.1% | $141,162+14.7% | $72,985+121.8% |
| Participation rate | 97.0% | 75.1%+21.9pp | 82.5%+14.5pp | 69.5%+27.5pp |
| Annual return | -43.50% | 111.85%-155.3pp | 71.39%-114.9pp | 81.00%-124.5pp |
| Employer contribution / active EE | $2,403 | $3,114-22.9% | $4,735-49.3% | $2,440-1.5% |
| Participant deferral / active EE | $13,751 | $5,418+153.8% | $6,709+105.0% | $3,607+281.2% |
| Admin fee / account holder | $15,180 | $5,958+154.8% | $10,261+47.9% | $5,124+196.2% |