Filed January 8, 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 | $226,127 | $122,239+85.0% | $184,203+22.8% | $74,495+203.5% |
| Participation rate | 92.9% | 85.5%+7.4pp | 86.8%+6.0pp | 67.2%+25.7pp |
| Annual return | 17.02% | 19.95%-2.9pp | 28.81%-11.8pp | 1364.94%-1347.9pp |
| Employer contribution / active EE | $6,239 | $4,537+37.5% | $6,427-2.9% | $2,623+137.9% |
| Participant deferral / active EE | $17,018 | $7,139+138.4% | $9,131+86.4% | $4,346+291.6% |
| Admin fee / account holder | $8,464 | $1,260+571.9% | $13,901-39.1% | $1,942+335.9% |