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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,857 | $85,202-66.1% | $172,739-83.3% | $72,985-60.5% |
| Participation rate | 90.3% | 70.1%+20.2pp | 82.6%+7.6pp | 69.5%+20.8pp |
| Annual return | 20.59% | 27.32%-6.7pp | 802.84%-782.2pp | 81.00%-60.4pp |
| Employer contribution / active EE | $1,352 | $3,324-59.3% | $5,143-73.7% | $2,440-44.6% |
| Participant deferral / active EE | $2,029 | $3,260-37.8% | $5,198-61.0% | $3,607-43.8% |
| Admin fee / account holder | $3,580 | $5,884-39.2% | $13,954-74.3% | $5,124-30.1% |