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 | $195,473 | $138,347+41.3% | $184,203+6.1% | $80,856+141.8% |
| Participation rate | 96.7% | 83.9%+12.8pp | 86.8%+9.9pp | 67.6%+29.1pp |
| Annual return | 14.89% | 20.02%-5.1pp | 28.81%-13.9pp | 35.59%-20.7pp |
| Employer contribution / active EE | $10,318 | $4,850+112.7% | $6,427+60.5% | $2,755+274.5% |
| Participant deferral / active EE | $8,368 | $7,071+18.3% | $9,131-8.4% | $4,296+94.8% |
| Admin fee / account holder | $16,668 | $10,483+59.0% | $13,901+19.9% | $6,918+140.9% |