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 | $40,872 | $51,175-20.1% | $70,515-42.0% | $75,163-45.6% |
| Participation rate | 92.6% | 60.9%+31.7pp | 68.3%+24.3pp | 67.2%+25.5pp |
| Annual return | 19.07% | 30.02%-10.9pp | 32.77%-13.7pp | 160.62%-141.5pp |
| Employer contribution / active EE | $908 | $1,826-50.3% | $2,973-69.5% | $2,670-66.0% |
| Participant deferral / active EE | $2,964 | $2,849+4.0% | $4,567-35.1% | $4,125-28.2% |
| Admin fee / account holder | $698 | $4,091-82.9% | $6,412-89.1% | $5,651-87.7% |