Filed May 14, 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 7-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 | $113,167 | $49,177+130.1% | $79,464+42.4% | $64,186+76.3% |
| Participation rate | 94.8% | 65.0%+29.8pp | 73.3%+21.5pp | 69.6%+25.2pp |
| Annual return | -0.07% | -1.16%+1.1pp | 718.14%-718.2pp | 7.63%-7.7pp |
| Employer contribution / active EE | $6,869 | $2,076+230.8% | $2,800+145.3% | $2,381+188.5% |
| Participant deferral / active EE | $5,654 | $2,821+100.4% | $3,704+52.7% | $3,470+63.0% |
| Admin fee / account holder | $13,594 | $3,839+254.1% | $5,113+165.9% | $4,888+178.1% |