Filed November 8, 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 8-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 | $64,097 | $57,281+11.9% | $86,612-26.0% | $75,163-14.7% |
| Participation rate | 90.4% | 63.2%+27.2pp | 71.7%+18.7pp | 67.2%+23.2pp |
| Annual return | 20.09% | 2670.75%-2650.7pp | 591.07%-571.0pp | 160.62%-140.5pp |
| Employer contribution / active EE | $4,249 | $2,314+83.6% | $3,022+40.6% | $2,670+59.1% |
| Participant deferral / active EE | $10,347 | $3,318+211.9% | $4,438+133.2% | $4,125+150.8% |
| Admin fee / account holder | $7,321 | $4,112+78.1% | $5,614+30.4% | $5,651+29.6% |