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 | $140,938 | $122,239+15.3% | $184,203-23.5% | $74,495+89.2% |
| Participation rate | 79.4% | 85.5%-6.1pp | 86.8%-7.4pp | 67.2%+12.2pp |
| Annual return | 17.37% | 19.95%-2.6pp | 28.81%-11.4pp | 1364.94%-1347.6pp |
| Employer contribution / active EE | $7,640 | $4,537+68.4% | $6,427+18.9% | $2,623+191.3% |
| Participant deferral / active EE | $13,304 | $7,139+86.4% | $9,131+45.7% | $4,346+206.1% |
| Admin fee / account holder | $14,003 | $1,260+1011.7% | $13,901+0.7% | $1,942+621.2% |