Filed August 25, 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 | $48,545 | $72,404-33.0% | $110,238-56.0% | $64,186-24.4% |
| Participation rate | 72.4% | 73.3%-0.9pp | 79.8%-7.4pp | 69.6%+2.8pp |
| Annual return | -7.41% | -6.29%-1.1pp | 314.74%-322.1pp | 7.63%-15.0pp |
| Employer contribution / active EE | $1,342 | $2,282-41.2% | $3,826-64.9% | $2,381-43.6% |
| Participant deferral / active EE | $3,428 | $3,469-1.2% | $4,672-26.6% | $3,470-1.2% |
| Admin fee / account holder | $3,448 | $5,664-39.1% | $8,547-59.7% | $4,888-29.5% |