Filed May 30, 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 | $137,343 | $100,041+37.3% | $149,718-8.3% | $70,131+95.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 26.92% | 27.43%-0.5pp | 1501.63%-1474.7pp | 73.14%-46.2pp |
| Employer contribution / active EE | $8,500 | $3,662+132.1% | $5,445+56.1% | $2,342+262.9% |
| Participant deferral / active EE | $7,693 | $4,983+54.4% | $6,569+17.1% | $3,332+130.9% |
| Admin fee / account holder | $9,365 | $8,286+13.0% | $11,283-17.0% | $4,645+101.6% |