Filed July 28, 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 | $65,284 | $138,385-52.8% | $184,200-64.6% | $80,874-19.3% |
| Participation rate | 80.0% | 83.9%-3.9pp | 86.8%-6.8pp | 67.6%+12.4pp |
| Annual return | 17.92% | 20.02%-2.1pp | 28.80%-10.9pp | 35.62%-17.7pp |
| Employer contribution / active EE | $1,735 | $4,849-64.2% | $6,424-73.0% | $2,756-37.0% |
| Participant deferral / active EE | $3,267 | $7,073-53.8% | $9,132-64.2% | $4,297-24.0% |
| Admin fee / account holder | $7,359 | $10,483-29.8% | $13,907-47.1% | $6,935+6.1% |