Filed June 12, 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 | $47,104 | $54,705-13.9% | $71,209-33.9% | $84,808-44.5% |
| Participation rate | 77.8% | 64.1%+13.7pp | 73.8%+4.0pp | 68.3%+9.5pp |
| Annual return | 21.63% | 35.90%-14.3pp | 282.51%-260.9pp | 40.90%-19.3pp |
| Employer contribution / active EE | $5,769 | $2,158+167.3% | $2,721+112.0% | $2,631+119.3% |
| Participant deferral / active EE | $8,730 | $3,030+188.1% | $4,175+109.1% | $4,212+107.3% |
| Admin fee / account holder | $1,221 | $4,863-74.9% | $5,349-77.2% | $7,344-83.4% |