Filed September 26, 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 | $54,275 | $76,367-28.9% | $93,606-42.0% | $72,985-25.6% |
| Participation rate | 77.1% | 71.7%+5.4pp | 75.8%+1.3pp | 69.5%+7.7pp |
| Annual return | 23.06% | 25.82%-2.8pp | 32.76%-9.7pp | 81.00%-57.9pp |
| Employer contribution / active EE | $1,124 | $2,275-50.6% | $2,718-58.6% | $2,440-53.9% |
| Participant deferral / active EE | $3,562 | $3,538+0.7% | $4,069-12.5% | $3,607-1.3% |
| Admin fee / account holder | $12,303 | $6,838+79.9% | $7,888+56.0% | $5,124+140.1% |