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 | $47,602 | $93,571-49.1% | $135,903-65.0% | $75,163-36.7% |
| Participation rate | 91.5% | 75.2%+16.3pp | 81.9%+9.6pp | 67.2%+24.3pp |
| Annual return | 21.70% | 30.90%-9.2pp | 68.23%-46.5pp | 160.62%-138.9pp |
| Employer contribution / active EE | $3,410 | $3,537-3.6% | $4,856-29.8% | $2,670+27.7% |
| Participant deferral / active EE | $7,756 | $6,404+21.1% | $7,7580% | $4,125+88.0% |
| Admin fee / account holder | $1,837 | $6,975-73.7% | $10,762-82.9% | $5,651-67.5% |