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 | $77,909 | $58,208+33.8% | $81,812-4.8% | $80,856-3.6% |
| Participation rate | 87.7% | 63.4%+24.3pp | 72.3%+15.4pp | 67.6%+20.1pp |
| Annual return | 16.45% | 41.66%-25.2pp | 773.79%-757.3pp | 35.59%-19.1pp |
| Employer contribution / active EE | $4,471 | $2,340+91.1% | $2,912+53.5% | $2,755+62.3% |
| Participant deferral / active EE | $11,108 | $3,281+238.6% | $4,319+157.2% | $4,296+158.6% |
| Admin fee / account holder | $7,506 | $4,981+50.7% | $7,386+1.6% | $6,918+8.5% |