Filed June 27, 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 | $177,178 | $209,832-15.6% | $189,513-6.5% | $167,490+5.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 0.41% | 748.27%-747.9pp | 555.15%-554.7pp | 478.56%-478.1pp |
| Employer contribution / active EE | $5,424 | $6,914-21.5% | $6,162-12.0% | $4,837+12.1% |
| Participant deferral / active EE | $5,831 | $8,935-34.7% | $8,221-29.1% | $6,341-8.1% |
| Admin fee / account holder | $982 | $14,293-93.1% | $12,045-91.8% | $12,309-92.0% |