Filed June 3, 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 | $123,197 | $89,753+37.3% | $107,525+14.6% | $84,808+45.3% |
| Participation rate | 73.2% | 68.1%+5.1pp | 75.1%-1.9pp | 68.3%+4.9pp |
| Annual return | 13.47% | 29.48%-16.0pp | 181.32%-167.8pp | 40.90%-27.4pp |
| Employer contribution / active EE | $3,273 | $3,113+5.1% | $3,754-12.8% | $2,631+24.4% |
| Participant deferral / active EE | $7,260 | $4,056+79.0% | $5,116+41.9% | $4,212+72.4% |
| Admin fee / account holder | $1,681 | $7,222-76.7% | $8,919-81.2% | $7,344-77.1% |