Filed March 18, 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 8-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 | $50,619 | $91,190-44.5% | $178,490-71.6% | $79,858-36.6% |
| Participation rate | 72.7% | 69.2%+3.5pp | 81.9%-9.2pp | 69.6%+3.1pp |
| Annual return | 21.27% | 24.19%-2.9pp | 151.07%-129.8pp | 31.71%-10.4pp |
| Employer contribution / active EE | $1,426 | $3,256-56.2% | $5,011-71.5% | $2,471-42.3% |
| Participant deferral / active EE | $6,519 | $3,236+101.4% | $5,202+25.3% | $3,740+74.3% |
| Admin fee / account holder | $1,572 | $6,751-76.7% | $13,984-88.8% | $5,306-70.4% |