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 | $161,014 | $167,484-3.9% | $151,611+6.2% | $134,475+19.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.10% | 7.80%-24.9pp | 3.33%-20.4pp | 417.96%-435.1pp |
| Employer contribution / active EE | $4,495 | $6,829-34.2% | $6,166-27.1% | $4,740-5.2% |
| Participant deferral / active EE | $11,520 | $8,986+28.2% | $8,363+37.7% | $6,400+80.0% |
| Admin fee / account holder | $3,082 | $13,783-77.6% | $11,616-73.5% | $11,426-73.0% |