Filed January 22, 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 | $123,114 | $100,041+23.1% | $149,718-17.8% | $70,131+75.5% |
| Participation rate | 96.2% | 83.6%+12.6pp | 87.1%+9.1pp | 69.5%+26.6pp |
| Annual return | 17.68% | 27.43%-9.7pp | 1501.63%-1483.9pp | 73.14%-55.5pp |
| Employer contribution / active EE | $5,856 | $3,662+59.9% | $5,445+7.6% | $2,342+150.0% |
| Participant deferral / active EE | $8,879 | $4,983+78.2% | $6,569+35.2% | $3,332+166.5% |
| Admin fee / account holder | $4,527 | $8,286-45.4% | $11,283-59.9% | $4,645-2.6% |