Filed June 3, 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 | $73,258 | $54,350+34.8% | $82,719-11.4% | $68,494+7.0% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -16.49% | -13.67%-2.8pp | 701.18%-717.7pp | -7.84%-8.6pp |
| Employer contribution / active EE | $906 | $2,218-59.1% | $3,009-69.9% | $2,596-65.1% |
| Participant deferral / active EE | $5,320 | $3,246+63.9% | $4,395+21.0% | $4,027+32.1% |
| Admin fee / account holder | $9,942 | $4,395+126.2% | $5,329+86.6% | $5,403+84.0% |