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 | $174,710 | $159,901+9.3% | $146,958+18.9% | $145,922+19.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.69% | 98.13%-86.4pp | 418.34%-406.7pp | 561.29%-549.6pp |
| Employer contribution / active EE | $7,659 | $5,286+44.9% | $4,933+55.3% | $4,660+64.4% |
| Participant deferral / active EE | $11,805 | $8,428+40.1% | $8,070+46.3% | $6,688+76.5% |
| Admin fee / account holder | $27,607 | $15,044+83.5% | $12,998+112.4% | $13,397+106.1% |