Filed October 20, 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 | $89,400 | $140,588-36.4% | $123,104-27.4% | $125,391-28.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -3.39% | 16.80%-20.2pp | 13.22%-16.6pp | 282.22%-285.6pp |
| Employer contribution / active EE | $3,541 | $6,041-41.4% | $5,151-31.3% | $4,866-27.2% |
| Participant deferral / active EE | $8,115 | $6,980+16.3% | $6,230+30.3% | $5,352+51.6% |
| Admin fee / account holder | $6,763 | $11,198-39.6% | $9,015-25.0% | $9,540-29.1% |