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 | $51,427 | $56,053-8.3% | $75,972-32.3% | $80,856-36.4% |
| Participation rate | 91.2% | 62.0%+29.1pp | 69.1%+22.1pp | 67.6%+23.5pp |
| Annual return | 14.85% | 20.53%-5.7pp | 359.55%-344.7pp | 35.59%-20.7pp |
| Employer contribution / active EE | $966 | $1,874-48.5% | $2,685-64.0% | $2,755-64.9% |
| Participant deferral / active EE | $3,298 | $3,052+8.1% | $4,255-22.5% | $4,296-23.2% |
| Admin fee / account holder | $1,642 | $5,234-68.6% | $6,467-74.6% | $6,918-76.3% |