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 | $104,406 | $100,041+4.4% | $149,718-30.3% | $70,131+48.9% |
| Participation rate | 79.4% | 83.6%-4.2pp | 87.1%-7.7pp | 69.5%+9.9pp |
| Annual return | 24.95% | 27.43%-2.5pp | 1501.63%-1476.7pp | 73.14%-48.2pp |
| Employer contribution / active EE | $2,248 | $3,662-38.6% | $5,445-58.7% | $2,342-4.0% |
| Participant deferral / active EE | $6,003 | $4,983+20.5% | $6,569-8.6% | $3,332+80.2% |
| Admin fee / account holder | $1,093 | $8,286-86.8% | $11,283-90.3% | $4,645-76.5% |