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 | $65,782 | $83,477-21.2% | $125,175-47.4% | $72,985-9.9% |
| Participation rate | 84.0% | 73.3%+10.7pp | 79.8%+4.2pp | 69.5%+14.5pp |
| Annual return | 26.01% | 25.78%+0.2pp | 43.79%-17.8pp | 81.00%-55.0pp |
| Employer contribution / active EE | $1,629 | $2,345-30.5% | $3,865-57.9% | $2,440-33.2% |
| Participant deferral / active EE | $4,369 | $3,585+21.9% | $4,937-11.5% | $3,607+21.1% |
| Admin fee / account holder | $544 | $5,517-90.1% | $9,702-94.4% | $5,124-89.4% |