Filed July 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 | $66,591 | $198,466-66.4% | $170,442-60.9% | $147,584-54.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 20.89% | 257.29%-236.4pp | 205.93%-185.0pp | 578.55%-557.7pp |
| Employer contribution / active EE | $9,500 | $6,184+53.6% | $5,433+74.9% | $4,876+94.8% |
| Participant deferral / active EE | $20,716 | $5,629+268.0% | $4,939+319.4% | $5,439+280.9% |
| Admin fee / account holder | $2,095 | $16,852-87.6% | $13,880-84.9% | $10,885-80.8% |