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 | $55,057 | $101,317-45.7% | $146,958-62.5% | $74,495-26.1% |
| Participation rate | 91.7% | 75.5%+16.1pp | 82.2%+9.5pp | 67.2%+24.5pp |
| Annual return | 18.69% | 8730.91%-8712.2pp | 418.34%-399.6pp | 1364.94%-1346.3pp |
| Employer contribution / active EE | $3,460 | $3,810-9.2% | $4,933-29.9% | $2,623+31.9% |
| Participant deferral / active EE | $7,639 | $7,303+4.6% | $8,070-5.3% | $4,346+75.8% |
| Admin fee / account holder | $4,387 | $1,739+152.3% | $12,998-66.3% | $1,942+125.9% |