Filed April 6, 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 6-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 | $30,246 | $102,966-70.6% | $90,281-66.5% | $152,861-80.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 22.16% | 95.16%-73.0pp | 78.10%-55.9pp | 345.32%-323.2pp |
| Employer contribution / active EE | $3,590 | $3,139+14.4% | $2,854+25.8% | $4,762-24.6% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,885-100.0% | $5,850-100.0% |
| Admin fee / account holder | $17,096 | $6,171+177.1% | $5,351+219.5% | $11,596+47.4% |