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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $51,638-15.5% | $68,368-36.2% | $82,448-47.1% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 20.28% | 37.53%-17.3pp | 292.57%-272.3pp | 41.64%-21.4pp |
| Employer contribution / active EE | $1,418 | $2,047-30.7% | $2,649-46.5% | $2,551-44.4% |
| Participant deferral / active EE | $3,388 | $2,914+16.3% | $4,123-17.8% | $4,139-18.2% |
| Admin fee / account holder | $3,585 | $4,643-22.8% | $5,150-30.4% | $7,234-50.4% |