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 | $88,368 | $142,344-37.9% | $119,609-26.1% | $134,475-34.3% |
| Participation rate | 95.7% | 82.8%+12.8pp | 79.3%+16.4pp | 81.2%+14.4pp |
| Annual return | 41.05% | -12.44%+53.5pp | -14.97%+56.0pp | 417.96%-376.9pp |
| Employer contribution / active EE | $6,521 | $5,222+24.9% | $4,232+54.1% | $4,740+37.6% |
| Participant deferral / active EE | $5,426 | $6,469-16.1% | $5,602-3.1% | $6,400-15.2% |
| Admin fee / account holder | $3,774 | $13,584-72.2% | $10,323-63.4% | $11,426-67.0% |