Filed February 17, 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 | $85,248 | $57,828+47.4% | $117,039-27.2% | $70,131+21.6% |
| Participation rate | 94.9% | 67.1%+27.8pp | 77.2%+17.7pp | 69.5%+25.3pp |
| Annual return | 14.92% | 17.55%-2.6pp | 18.95%-4.0pp | 73.14%-58.2pp |
| Employer contribution / active EE | $1,886 | $1,816+3.9% | $3,785-50.2% | $2,342-19.5% |
| Participant deferral / active EE | $4,924 | $2,438+102.0% | $3,929+25.3% | $3,332+47.8% |
| Admin fee / account holder | $12,239 | $3,548+244.9% | $5,974+104.9% | $4,645+163.5% |