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 | $147,162 | $110,094+33.7% | $151,611-2.9% | $68,494+114.9% |
| Participation rate | 92.0% | 84.0%+8.1pp | 87.5%+4.5pp | 67.9%+24.2pp |
| Annual return | -17.44% | -10.12%-7.3pp | 3.33%-20.8pp | -7.84%-9.6pp |
| Employer contribution / active EE | $10,071 | $4,471+125.3% | $6,166+63.3% | $2,596+287.9% |
| Participant deferral / active EE | $7,695 | $6,527+17.9% | $8,363-8.0% | $4,027+91.1% |
| Admin fee / account holder | $7,054 | $7,719-8.6% | $11,616-39.3% | $5,403+30.6% |