Filed September 17, 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 | $63,296 | $88,751-28.7% | $81,812-22.6% | $145,922-56.6% |
| Participation rate | 95.0% | 75.0%+20.0pp | 72.3%+22.7pp | 80.3%+14.7pp |
| Annual return | 18.16% | 1025.40%-1007.2pp | 773.79%-755.6pp | 561.29%-543.1pp |
| Employer contribution / active EE | $9,223 | $3,083+199.1% | $2,912+216.7% | $4,660+97.9% |
| Participant deferral / active EE | $7,038 | $4,643+51.6% | $4,319+63.0% | $6,688+5.2% |
| Admin fee / account holder | $30,425 | $8,415+261.5% | $7,386+311.9% | $13,397+127.1% |