Filed August 4, 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 | $176,197 | $101,499+73.6% | $147,005+19.9% | $74,546+136.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 16.49% | 8732.34%-8715.9pp | 418.76%-402.3pp | 1366.03%-1349.5pp |
| Employer contribution / active EE | $8,261 | $3,811+116.8% | $4,934+67.4% | $2,624+214.8% |
| Participant deferral / active EE | $11,373 | $7,304+55.7% | $8,070+40.9% | $4,347+161.6% |
| Admin fee / account holder | $5,747 | $1,748+228.8% | $13,006-55.8% | $1,944+195.7% |