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 | $101,441 | $81,446+24.6% | $103,374-1.9% | $80,874+25.4% |
| Participation rate | 85.5% | 66.9%+18.6pp | 74.5%+11.0pp | 67.6%+17.8pp |
| Annual return | 11.43% | 25.57%-14.1pp | 24.89%-13.5pp | 35.62%-24.2pp |
| Employer contribution / active EE | $4,123 | $3,107+32.7% | $3,869+6.6% | $2,756+49.6% |
| Participant deferral / active EE | $8,748 | $3,870+126.0% | $5,058+73.0% | $4,297+103.6% |
| Admin fee / account holder | $649 | $6,715-90.3% | $8,394-92.3% | $6,935-90.6% |