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 | $34,769 | $48,265-28.0% | $68,791-49.5% | $68,494-49.2% |
| Participation rate | 85.9% | 60.7%+25.2pp | 69.0%+16.9pp | 67.9%+18.0pp |
| Annual return | -18.63% | -12.71%-5.9pp | -6.38%-12.3pp | -7.84%-10.8pp |
| Employer contribution / active EE | $754 | $1,829-58.8% | $2,655-71.6% | $2,596-71.0% |
| Participant deferral / active EE | $2,418 | $2,867-15.7% | $3,941-38.6% | $4,027-40.0% |
| Admin fee / account holder | $13,083 | $4,355+200.4% | $4,932+165.3% | $5,403+142.1% |