Filed February 10, 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 | $121,133 | $137,414-11.8% | $189,513-36.1% | $85,850+41.1% |
| Participation rate | 98.7% | 84.6%+14.1pp | 87.8%+10.9pp | 69.3%+29.4pp |
| Annual return | 509.54% | 38.14%+471.4pp | 555.15%-45.6pp | 318.53%+191.0pp |
| Employer contribution / active EE | $2,554 | $4,344-41.2% | $6,162-58.6% | $2,565-0.4% |
| Participant deferral / active EE | $0 | $6,260-100.0% | $8,221-100.0% | $3,952-100.0% |
| Admin fee / account holder | $3,391 | $8,630-60.7% | $12,045-71.8% | $6,260-45.8% |