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 | $107,589 | $63,346+69.8% | $92,233+16.6% | $70,131+53.4% |
| Participation rate | 91.3% | 68.7%+22.6pp | 76.5%+14.8pp | 69.5%+21.8pp |
| Annual return | 19.28% | 530.12%-510.8pp | 176.28%-157.0pp | 73.14%-53.9pp |
| Employer contribution / active EE | $2,084 | $2,471-15.7% | $3,679-43.4% | $2,342-11.0% |
| Participant deferral / active EE | $5,585 | $2,854+95.7% | $3,897+43.3% | $3,332+67.6% |
| Admin fee / account holder | $2,328 | $3,840-39.4% | $5,194-55.2% | $4,645-49.9% |