Filed February 17, 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 | $80,106 | $45,152+77.4% | $73,843+8.5% | $59,632+34.3% |
| Participation rate | 88.9% | 64.0%+24.9pp | 73.4%+15.4pp | 68.7%+20.2pp |
| Annual return | 0.44% | 27.40%-27.0pp | 2267.84%-2267.4pp | 2041.28%-2040.8pp |
| Employer contribution / active EE | $3,201 | $1,902+68.3% | $2,787+14.8% | $2,203+45.3% |
| Participant deferral / active EE | $10,749 | $2,574+317.6% | $3,583+200.0% | $3,192+236.8% |
| Admin fee / account holder | $30,267 | $3,516+760.8% | $4,880+520.2% | $4,297+604.4% |