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 | $51,638-8.8% | $68,368-31.1% | $82,448-42.9% |
| Participation rate | 77.8% | 63.6%+14.2pp | 73.8%+4.0pp | 68.1%+9.7pp |
| Annual return | 21.63% | 37.53%-15.9pp | 292.57%-270.9pp | 41.64%-20.0pp |
| Employer contribution / active EE | $5,769 | $2,047+181.9% | $2,649+117.8% | $2,551+126.1% |
| Participant deferral / active EE | $8,730 | $2,914+199.6% | $4,123+111.8% | $4,139+110.9% |
| Admin fee / account holder | $1,221 | $4,643-73.7% | $5,150-76.3% | $7,234-83.1% |