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 | $96,156 | $84,233+14.2% | $170,442-43.6% | $70,131+37.1% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 16.00% | 23.06%-7.1pp | 205.93%-189.9pp | 73.14%-57.1pp |
| Employer contribution / active EE | $6,419 | $3,387+89.5% | $5,433+18.2% | $2,342+174.0% |
| Participant deferral / active EE | $4,517 | $3,086+46.4% | $4,939-8.6% | $3,332+35.6% |
| Admin fee / account holder | $1,256 | $5,698-78.0% | $13,880-90.9% | $4,645-73.0% |