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 | $151,039 | $56,897+165.5% | $84,750+78.2% | $62,891+140.2% |
| Participation rate | 94.0% | 68.5%+25.5pp | 76.6%+17.4pp | 69.3%+24.7pp |
| Annual return | 7.02% | 6.30%+0.7pp | 22.78%-15.8pp | 20.14%-13.1pp |
| Employer contribution / active EE | $2,257 | $2,400-5.9% | $3,574-36.9% | $2,281-1.0% |
| Participant deferral / active EE | $4,454 | $2,709+64.4% | $3,712+20.0% | $3,203+39.1% |
| Admin fee / account holder | $6,974 | $3,581+94.8% | $5,332+30.8% | $4,296+62.4% |