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 | $220,100 | $109,413+101.2% | $156,263+40.9% | $84,808+159.5% |
| Participation rate | 96.0% | 72.7%+23.3pp | 78.9%+17.1pp | 68.3%+27.7pp |
| Annual return | 13.75% | 20.18%-6.4pp | 59.47%-45.7pp | 40.90%-27.1pp |
| Employer contribution / active EE | $5,291 | $2,907+82.0% | $4,333+22.1% | $2,631+101.1% |
| Participant deferral / active EE | $6,830 | $4,590+48.8% | $6,158+10.9% | $4,212+62.2% |
| Admin fee / account holder | $402 | $9,357-95.7% | $14,255-97.2% | $7,344-94.5% |