Filed January 9, 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 4-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 | $41,777 | $125,758-66.8% | $169,993-75.4% | $75,163-44.4% |
| Participation rate | 86.4% | 83.6%+2.8pp | 87.0%-0.6pp | 67.2%+19.2pp |
| Annual return | 14.08% | 27.20%-13.1pp | 53.37%-39.3pp | 160.62%-146.5pp |
| Employer contribution / active EE | $2,377 | $4,615-48.5% | $6,785-65.0% | $2,670-11.0% |
| Participant deferral / active EE | $4,504 | $6,837-34.1% | $10,408-56.7% | $4,125+9.2% |
| Admin fee / account holder | $6,149 | $8,173-24.8% | $12,815-52.0% | $5,651+8.8% |