Filed June 17, 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 | $59,723 | $78,422-23.8% | $95,952-37.8% | $79,858-25.2% |
| Participation rate | 91.8% | 73.5%+18.3pp | 77.1%+14.7pp | 69.6%+22.1pp |
| Annual return | 20.15% | 19.37%+0.8pp | 91.61%-71.5pp | 31.71%-11.6pp |
| Employer contribution / active EE | $2,154 | $1,945+10.8% | $2,541-15.2% | $2,471-12.8% |
| Participant deferral / active EE | $6,520 | $3,440+89.5% | $4,167+56.5% | $3,740+74.3% |
| Admin fee / account holder | $5,785 | $5,622+2.9% | $6,795-14.9% | $5,306+9.0% |