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 | $80,725 | $63,346+27.4% | $92,233-12.5% | $70,131+15.1% |
| Participation rate | 94.9% | 68.7%+26.2pp | 76.5%+18.4pp | 69.5%+25.4pp |
| Annual return | 16.71% | 530.12%-513.4pp | 176.28%-159.6pp | 73.14%-56.4pp |
| Employer contribution / active EE | $1,598 | $2,471-35.3% | $3,679-56.6% | $2,342-31.8% |
| Participant deferral / active EE | $4,196 | $2,854+47.0% | $3,897+7.7% | $3,332+25.9% |
| Admin fee / account holder | $1,280 | $3,840-66.7% | $5,194-75.4% | $4,645-72.4% |