Filed March 5, 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 | $73,858 | $181,894-59.4% | $156,549-52.8% | $273,961-73.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 31.13% | 30.74%+0.4pp | 32.23%-1.1pp | 41.45%-10.3pp |
| Employer contribution / active EE | $4,914 | $6,248-21.4% | $5,501-10.7% | $4,869+0.9% |
| Participant deferral / active EE | $2,378 | $5,550-57.2% | $4,871-51.2% | $5,287-55.0% |
| Admin fee / account holder | $5,980 | $15,559-61.6% | $13,027-54.1% | $10,132-41.0% |