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 | $88,678 | $48,076+84.5% | $78,689+12.7% | $62,891+41.0% |
| Participation rate | 78.3% | 65.2%+13.1pp | 73.6%+4.8pp | 69.3%+9.0pp |
| Annual return | 7.24% | 31.35%-24.1pp | 62.18%-54.9pp | 20.14%-12.9pp |
| Employer contribution / active EE | $2,751 | $2,015+36.5% | $2,851-3.5% | $2,281+20.6% |
| Participant deferral / active EE | $10,259 | $2,588+296.4% | $3,517+191.7% | $3,203+220.3% |
| Admin fee / account holder | $9,858 | $3,207+207.4% | $4,510+118.6% | $4,296+129.5% |