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 | $69,194 | $55,449+24.8% | $83,848-17.5% | $56,287+22.9% |
| Participation rate | 94.1% | 68.0%+26.1pp | 76.1%+18.0pp | 69.9%+24.3pp |
| Annual return | -2.78% | -1.38%-1.4pp | 850.88%-853.7pp | -9.96%+7.2pp |
| Employer contribution / active EE | $2,201 | $2,430-9.4% | $3,631-39.4% | $2,111+4.3% |
| Participant deferral / active EE | $4,797 | $2,935+63.4% | $4,082+17.5% | $3,350+43.2% |
| Admin fee / account holder | $19,417 | $656+2859.9% | $5,478+254.4% | $521+3627.3% |