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 | $222,773 | $81,446+173.5% | $103,374+115.5% | $80,874+175.5% |
| Participation rate | 97.4% | 66.9%+30.6pp | 74.5%+22.9pp | 67.6%+29.8pp |
| Annual return | 16.15% | 25.57%-9.4pp | 24.89%-8.7pp | 35.62%-19.5pp |
| Employer contribution / active EE | $6,214 | $3,107+100.0% | $3,869+60.6% | $2,756+125.5% |
| Participant deferral / active EE | $8,418 | $3,870+117.5% | $5,058+66.4% | $4,297+95.9% |
| Admin fee / account holder | $5,133 | $6,715-23.6% | $8,394-38.9% | $6,935-26.0% |