Filed March 28, 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 | $66,871 | $52,681+26.9% | $75,781-11.8% | $59,632+12.1% |
| Participation rate | 89.2% | 67.2%+21.9pp | 75.8%+13.3pp | 68.7%+20.5pp |
| Annual return | -0.25% | 2.95%-3.2pp | 9.68%-9.9pp | 2041.28%-2041.5pp |
| Employer contribution / active EE | $2,817 | $2,193+28.4% | $3,323-15.2% | $2,203+27.9% |
| Participant deferral / active EE | $3,480 | $2,591+34.3% | $3,651-4.7% | $3,192+9.0% |
| Admin fee / account holder | $5,363 | $3,610+48.6% | $5,299+1.2% | $4,297+24.8% |