Filed November 8, 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 | $37,639 | $32,425+16.1% | $74,583-49.5% | $55,167-31.8% |
| Participation rate | 72.6% | 54.0%+18.6pp | 68.1%+4.5pp | 69.0%+3.7pp |
| Annual return | 7.80% | 10.63%-2.8pp | 20.47%-12.7pp | 169.23%-161.4pp |
| Employer contribution / active EE | $726 | $1,043-30.4% | $2,525-71.2% | $1,963-63.0% |
| Participant deferral / active EE | $3,343 | $1,995+67.6% | $3,458-3.3% | $3,054+9.5% |
| Admin fee / account holder | $1,998 | $748+167.0% | $4,138-51.7% | $504+296.6% |