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 | $80,802 | $79,944+1.1% | $98,439-17.9% | $75,163+7.5% |
| Participation rate | 72.3% | 70.4%+1.9pp | 75.2%-2.9pp | 67.2%+5.1pp |
| Annual return | 23.44% | 19.75%+3.7pp | 21.16%+2.3pp | 160.62%-137.2pp |
| Employer contribution / active EE | $1,500 | $2,264-33.7% | $3,048-50.8% | $2,670-43.8% |
| Participant deferral / active EE | $4,802 | $3,752+28.0% | $4,738+1.3% | $4,125+16.4% |
| Admin fee / account holder | $4,282 | $6,840-37.4% | $8,948-52.1% | $5,651-24.2% |