Filed May 30, 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 10-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 | $82,238 | $87,841-6.4% | $133,980-38.6% | $62,891+30.8% |
| Participation rate | 77.4% | 83.4%-6.0pp | 87.1%-9.6pp | 69.3%+8.1pp |
| Annual return | 11.91% | 12.05%-0.1pp | 29.30%-17.4pp | 20.14%-8.2pp |
| Employer contribution / active EE | $2,282 | $3,483-34.5% | $5,211-56.2% | $2,281+0.1% |
| Participant deferral / active EE | $5,656 | $4,812+17.5% | $6,282-10.0% | $3,203+76.6% |
| Admin fee / account holder | $1,129 | $5,371-79.0% | $9,324-87.9% | $4,296-73.7% |