Filed August 4, 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 | $98,643 | $84,233+17.1% | $170,442-42.1% | $70,131+40.7% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 18.39% | 23.06%-4.7pp | 205.93%-187.5pp | 73.14%-54.8pp |
| Employer contribution / active EE | $4,931 | $3,387+45.6% | $5,433-9.2% | $2,342+110.5% |
| Participant deferral / active EE | $7,760 | $3,086+151.5% | $4,939+57.1% | $3,332+132.9% |
| Admin fee / account holder | $10,957 | $5,698+92.3% | $13,880-21.1% | $4,645+135.9% |