Filed February 13, 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 | $43,620 | $54,705-20.3% | $71,209-38.7% | $84,808-48.6% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 20.28% | 35.90%-15.6pp | 282.51%-262.2pp | 40.90%-20.6pp |
| Employer contribution / active EE | $1,418 | $2,158-34.3% | $2,721-47.9% | $2,631-46.1% |
| Participant deferral / active EE | $3,388 | $3,030+11.8% | $4,175-18.9% | $4,212-19.6% |
| Admin fee / account holder | $3,585 | $4,863-26.3% | $5,349-33.0% | $7,344-51.2% |