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 | $32,128 | $82,664-61.1% | $125,339-74.4% | $68,494-53.1% |
| Participation rate | 90.6% | 75.0%+15.5pp | 82.4%+8.2pp | 67.9%+22.7pp |
| Annual return | -14.79% | -5.97%-8.8pp | 572.05%-586.8pp | -7.84%-6.9pp |
| Employer contribution / active EE | $3,590 | $3,381+6.2% | $4,814-25.4% | $2,596+38.3% |
| Participant deferral / active EE | $7,775 | $6,110+27.2% | $7,446+4.4% | $4,027+93.1% |
| Admin fee / account holder | $2,588 | $6,275-58.8% | $10,010-74.1% | $5,403-52.1% |