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 | $107,547 | $89,355+20.4% | $141,162-23.8% | $72,985+47.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 27.97% | 111.85%-83.9pp | 71.39%-43.4pp | 81.00%-53.0pp |
| Employer contribution / active EE | $4,885 | $3,114+56.9% | $4,735+3.2% | $2,440+100.2% |
| Participant deferral / active EE | $7,159 | $5,418+32.1% | $6,709+6.7% | $3,607+98.4% |
| Admin fee / account holder | $4,689 | $5,958-21.3% | $10,261-54.3% | $5,124-8.5% |