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 | $249,754 | $110,094+126.9% | $151,611+64.7% | $68,494+264.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -16.76% | -10.12%-6.6pp | 3.33%-20.1pp | -7.84%-8.9pp |
| Employer contribution / active EE | $7,053 | $4,471+57.8% | $6,166+14.4% | $2,596+171.6% |
| Participant deferral / active EE | $6,855 | $6,527+5.0% | $8,363-18.0% | $4,027+70.2% |
| Admin fee / account holder | $2,358 | $7,719-69.4% | $11,616-79.7% | $5,403-56.4% |