Filed February 17, 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 | $28,616 | $109,817-73.9% | $98,442-70.9% | $167,490-82.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 13.15% | 1956.69%-1943.5pp | 1492.73%-1479.6pp | 478.56%-465.4pp |
| Employer contribution / active EE | $4,194 | $3,224+30.1% | $2,960+41.7% | $4,837-13.3% |
| Participant deferral / active EE | $9,469 | $4,673+102.6% | $4,276+121.4% | $6,341+49.3% |
| Admin fee / account holder | $14,076 | $6,753+108.4% | $5,949+136.6% | $12,309+14.4% |