Filed January 7, 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 | $155,927 | $81,446+91.4% | $103,374+50.8% | $80,874+92.8% |
| Participation rate | 97.6% | 66.9%+30.8pp | 74.5%+23.1pp | 67.6%+30.0pp |
| Annual return | 16.05% | 25.57%-9.5pp | 24.89%-8.8pp | 35.62%-19.6pp |
| Employer contribution / active EE | $3,249 | $3,107+4.5% | $3,869-16.0% | $2,756+17.9% |
| Participant deferral / active EE | $9,591 | $3,870+147.8% | $5,058+89.6% | $4,297+123.2% |
| Admin fee / account holder | $3,433 | $6,715-48.9% | $8,394-59.1% | $6,935-50.5% |