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 | $120,586 | $57,281+110.5% | $86,612+39.2% | $75,163+60.4% |
| Participation rate | 80.6% | 63.2%+17.4pp | 71.7%+8.9pp | 67.2%+13.4pp |
| Annual return | 19.32% | 2670.75%-2651.4pp | 591.07%-571.8pp | 160.62%-141.3pp |
| Employer contribution / active EE | $7,296 | $2,314+215.2% | $3,022+141.4% | $2,670+173.3% |
| Participant deferral / active EE | $12,768 | $3,318+284.8% | $4,438+187.7% | $4,125+209.5% |
| Admin fee / account holder | $15,918 | $4,112+287.1% | $5,614+183.5% | $5,651+181.7% |