Filed May 14, 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 | $94,695 | $77,634+22.0% | $156,549-39.5% | $62,891+50.6% |
| Participation rate | 96.0% | 71.2%+24.8pp | 84.0%+12.0pp | 69.3%+26.7pp |
| Annual return | 7.12% | 50.32%-43.2pp | 32.23%-25.1pp | 20.14%-13.0pp |
| Employer contribution / active EE | $5,395 | $3,444+56.7% | $5,501-1.9% | $2,281+136.5% |
| Participant deferral / active EE | $5,014 | $3,045+64.6% | $4,871+2.9% | $3,203+56.5% |
| Admin fee / account holder | $1,109 | $5,561-80.1% | $13,027-91.5% | $4,296-74.2% |