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 | $80,672 | $162,781-50.4% | $133,956-39.8% | $158,922-49.2% |
| Participation rate | 82.6% | 83.2%-0.6pp | 79.8%+2.8pp | 82.0%+0.7pp |
| Annual return | 15.74% | 41.94%-26.2pp | 45.09%-29.4pp | 302.83%-287.1pp |
| Employer contribution / active EE | $1,105 | $4,975-77.8% | $3,919-71.8% | $4,761-76.8% |
| Participant deferral / active EE | $3,810 | $5,911-35.5% | $5,048-24.5% | $5,982-36.3% |
| Admin fee / account holder | $2,298 | $11,736-80.4% | $8,927-74.3% | $11,246-79.6% |