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 | $141,000 | $60,124+134.5% | $90,404+56.0% | $79,858+76.6% |
| Participation rate | 85.9% | 65.0%+20.9pp | 72.7%+13.2pp | 69.6%+16.3pp |
| Annual return | 16.64% | 71.94%-55.3pp | 1293.02%-1276.4pp | 31.71%-15.1pp |
| Employer contribution / active EE | $6,366 | $2,068+207.9% | $3,262+95.2% | $2,471+157.6% |
| Participant deferral / active EE | $12,255 | $2,938+317.1% | $3,963+209.2% | $3,740+227.7% |
| Admin fee / account holder | $9,833 | $3,976+147.3% | $5,611+75.2% | $5,306+85.3% |