Filed January 7, 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 | $248,306 | $89,753+176.7% | $107,525+130.9% | $84,808+192.8% |
| Participation rate | 98.8% | 68.1%+30.7pp | 75.1%+23.7pp | 68.3%+30.5pp |
| Annual return | 15.00% | 29.48%-14.5pp | 181.32%-166.3pp | 40.90%-25.9pp |
| Employer contribution / active EE | $12,048 | $3,113+287.0% | $3,754+221.0% | $2,631+357.9% |
| Participant deferral / active EE | $8,645 | $4,056+113.1% | $5,116+69.0% | $4,212+105.3% |
| Admin fee / account holder | $7,868 | $7,222+9.0% | $8,919-11.8% | $7,344+7.1% |