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 | $174,600 | $89,753+94.5% | $107,525+62.4% | $84,808+105.9% |
| Participation rate | 93.8% | 68.1%+25.7pp | 75.1%+18.7pp | 68.3%+25.4pp |
| Annual return | 15.86% | 29.48%-13.6pp | 181.32%-165.5pp | 40.90%-25.0pp |
| Employer contribution / active EE | $3,194 | $3,113+2.6% | $3,754-14.9% | $2,631+21.4% |
| Participant deferral / active EE | $8,889 | $4,056+119.1% | $5,116+73.8% | $4,212+111.1% |
| Admin fee / account holder | $19,763 | $7,222+173.6% | $8,919+121.6% | $7,344+169.1% |