Filed March 14, 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 | $229,632 | $109,359+110.0% | $162,163+41.6% | $72,985+214.6% |
| Participation rate | 97.9% | 84.3%+13.6pp | 87.6%+10.3pp | 69.5%+28.4pp |
| Annual return | 26.59% | 25.46%+1.1pp | 115.59%-89.0pp | 81.00%-54.4pp |
| Employer contribution / active EE | $2,425 | $3,907-37.9% | $5,614-56.8% | $2,440-0.6% |
| Participant deferral / active EE | $5,872 | $5,481+7.1% | $7,298-19.5% | $3,607+62.8% |
| Admin fee / account holder | $2,135 | $7,972-73.2% | $10,843-80.3% | $5,124-58.3% |