Filed January 6, 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 | $73,061 | $138,347-47.2% | $184,203-60.3% | $80,856-9.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 15.36% | 20.02%-4.7pp | 28.81%-13.5pp | 35.59%-20.2pp |
| Employer contribution / active EE | $5,599 | $4,850+15.4% | $6,427-12.9% | $2,755+103.2% |
| Participant deferral / active EE | $5,450 | $7,071-22.9% | $9,131-40.3% | $4,296+26.9% |
| Admin fee / account holder | $1,494 | $10,483-85.7% | $13,901-89.3% | $6,918-78.4% |