Filed January 2, 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 | $45,903 | $65,365-29.8% | $92,893-50.6% | $72,985-37.1% |
| Participation rate | 84.7% | 68.3%+16.4pp | 76.0%+8.7pp | 69.5%+15.2pp |
| Annual return | 21.35% | 42.10%-20.8pp | 109.41%-88.1pp | 81.00%-59.7pp |
| Employer contribution / active EE | $596 | $2,594-77.0% | $3,653-83.7% | $2,440-75.6% |
| Participant deferral / active EE | $2,625 | $3,128-16.1% | $4,236-38.0% | $3,607-27.2% |
| Admin fee / account holder | $6,431 | $4,251+51.3% | $5,794+11.0% | $5,124+25.5% |