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 | $108,046 | $88,751+21.7% | $81,812+32.1% | $145,922-26.0% |
| Participation rate | 95.7% | 75.0%+20.6pp | 72.3%+23.3pp | 80.3%+15.4pp |
| Annual return | 11.33% | 1025.40%-1014.1pp | 773.79%-762.5pp | 561.29%-550.0pp |
| Employer contribution / active EE | $6,196 | $3,083+101.0% | $2,912+112.8% | $4,660+33.0% |
| Participant deferral / active EE | $11,725 | $4,643+152.5% | $4,319+171.5% | $6,688+75.3% |
| Admin fee / account holder | $34,172 | $8,415+306.1% | $7,386+362.7% | $13,397+155.1% |