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 | $175,720 | $125,758+39.7% | $169,993+3.4% | $75,163+133.8% |
| Participation rate | 95.3% | 83.6%+11.8pp | 87.0%+8.3pp | 67.2%+28.2pp |
| Annual return | 24.55% | 27.20%-2.7pp | 53.37%-28.8pp | 160.62%-136.1pp |
| Employer contribution / active EE | $11,290 | $4,615+144.6% | $6,785+66.4% | $2,670+322.9% |
| Participant deferral / active EE | $8,589 | $6,837+25.6% | $10,408-17.5% | $4,125+108.2% |
| Admin fee / account holder | $18,678 | $8,173+128.5% | $12,815+45.7% | $5,651+230.5% |