Filed February 17, 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 | $162,987 | $131,829+23.6% | $108,579+50.1% | $273,961-40.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 8.21% | -91.57%+99.8pp | -51.70%+59.9pp | 41.45%-33.2pp |
| Employer contribution / active EE | $10,767 | $4,912+119.2% | $3,758+186.5% | $4,869+121.1% |
| Participant deferral / active EE | $10,522 | $5,127+105.2% | $4,311+144.1% | $5,287+99.0% |
| Admin fee / account holder | $1,843 | $10,252-82.0% | $7,645-75.9% | $10,132-81.8% |