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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,756 | $125,758+77.9% | $169,993+31.6% | $75,163+197.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 27.54% | 27.20%+0.3pp | 53.37%-25.8pp | 160.62%-133.1pp |
| Employer contribution / active EE | $8,571 | $4,615+85.7% | $6,785+26.3% | $2,670+221.0% |
| Participant deferral / active EE | $13,090 | $6,837+91.4% | $10,408+25.8% | $4,125+217.3% |
| Admin fee / account holder | $52,898 | $8,173+547.2% | $12,815+312.8% | $5,651+836.1% |