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 | $114,930 | $91,538+25.6% | $129,995-11.6% | $75,163+52.9% |
| Participation rate | 89.7% | 71.4%+18.2pp | 78.5%+11.2pp | 67.2%+22.5pp |
| Annual return | 23.28% | -631.11%+654.4pp | -137.18%+160.5pp | 160.62%-137.3pp |
| Employer contribution / active EE | $5,492 | $2,845+93.0% | $4,320+27.1% | $2,670+105.7% |
| Participant deferral / active EE | $5,081 | $4,341+17.1% | $5,820-12.7% | $4,125+23.2% |
| Admin fee / account holder | $837 | $6,790-87.7% | $10,614-92.1% | $5,651-85.2% |