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 | $182,310 | $63,346+187.8% | $92,233+97.7% | $70,131+160.0% |
| Participation rate | 98.0% | 68.7%+29.3pp | 76.5%+21.5pp | 69.5%+28.5pp |
| Annual return | 20.04% | 530.12%-510.1pp | 176.28%-156.2pp | 73.14%-53.1pp |
| Employer contribution / active EE | $7,320 | $2,471+196.2% | $3,679+98.9% | $2,342+212.5% |
| Participant deferral / active EE | $5,466 | $2,854+91.5% | $3,897+40.3% | $3,332+64.1% |
| Admin fee / account holder | $740 | $3,840-80.7% | $5,194-85.7% | $4,645-84.1% |