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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $138,385-47.2% | $184,200-60.3% | $80,874-9.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 15.36% | 20.02%-4.7pp | 28.80%-13.4pp | 35.62%-20.3pp |
| Employer contribution / active EE | $5,599 | $4,849+15.5% | $6,424-12.8% | $2,756+103.2% |
| Participant deferral / active EE | $5,450 | $7,073-22.9% | $9,132-40.3% | $4,297+26.8% |
| Admin fee / account holder | $1,494 | $10,483-85.7% | $13,907-89.3% | $6,935-78.5% |