Filed April 21, 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 | $69,819 | $49,173+42.0% | $121,098-42.3% | $75,163-7.1% |
| Participation rate | 97.0% | 55.4%+41.6pp | 69.5%+27.5pp | 67.2%+29.8pp |
| Annual return | 16.40% | 55.99%-39.6pp | 985.75%-969.3pp | 160.62%-144.2pp |
| Employer contribution / active EE | $10,162 | $1,546+557.5% | $4,164+144.1% | $2,670+280.6% |
| Participant deferral / active EE | $0 | $2,628-100.0% | $4,080-100.0% | $4,125-100.0% |
| Admin fee / account holder | $5,382 | $3,942+36.5% | $5,644-4.7% | $5,651-4.8% |