Filed March 21, 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 9-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 | $97,407 | $105,630-7.8% | $87,507+11.3% | $273,961-64.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 7.41% | 12.25%-4.8pp | 12.21%-4.8pp | 41.45%-34.0pp |
| Employer contribution / active EE | $6,818 | $3,141+117.1% | $2,550+167.4% | $4,869+40.0% |
| Participant deferral / active EE | $3,929 | $3,601+9.1% | $3,149+24.8% | $5,287-25.7% |
| Admin fee / account holder | $542 | $4,781-88.7% | $4,221-87.2% | $10,132-94.7% |