Filed March 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 | $106,206 | $59,107+79.7% | $86,436+22.9% | $68,494+55.1% |
| Participation rate | 92.9% | 75.2%+17.6pp | 80.3%+12.5pp | 67.9%+25.0pp |
| Annual return | -15.09% | -0.23%-14.9pp | 4394.89%-4410.0pp | -7.84%-7.2pp |
| Employer contribution / active EE | $6,372 | $2,519+153.0% | $3,769+69.1% | $2,596+145.4% |
| Participant deferral / active EE | $13,136 | $5,901+122.6% | $6,952+89.0% | $4,027+226.2% |
| Admin fee / account holder | $4,515 | $5,637-19.9% | $6,731-32.9% | $5,403-16.4% |