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 | $144,778 | $60,124+140.8% | $90,404+60.1% | $79,858+81.3% |
| Participation rate | 87.1% | 65.0%+22.1pp | 72.7%+14.4pp | 69.6%+17.4pp |
| Annual return | 20.44% | 71.94%-51.5pp | 1293.02%-1272.6pp | 31.71%-11.3pp |
| Employer contribution / active EE | $8,373 | $2,068+304.9% | $3,262+156.7% | $2,471+238.9% |
| Participant deferral / active EE | $5,633 | $2,938+91.7% | $3,963+42.1% | $3,740+50.6% |
| Admin fee / account holder | $9,104 | $3,976+128.9% | $5,611+62.3% | $5,306+71.6% |