Filed June 7, 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 | $57,758 | $94,529-38.9% | $140,016-58.7% | $64,186-10.0% |
| Participation rate | 82.4% | 84.1%-1.7pp | 87.5%-5.1pp | 69.6%+12.8pp |
| Annual return | -5.88% | 7.77%-13.7pp | 651.12%-657.0pp | 7.63%-13.5pp |
| Employer contribution / active EE | $2,313 | $3,812-39.3% | $5,606-58.7% | $2,381-2.8% |
| Participant deferral / active EE | $2,671 | $5,250-49.1% | $6,927-61.4% | $3,470-23.0% |
| Admin fee / account holder | $5,030 | $6,741-25.4% | $10,705-53.0% | $4,888+2.9% |