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 | $79,255 | $52,836+50.0% | $105,738-25.0% | $64,186+23.5% |
| Participation rate | 93.0% | 66.5%+26.5pp | 76.3%+16.7pp | 69.6%+23.5pp |
| Annual return | -4.36% | 14.30%-18.7pp | 6.27%-10.6pp | 7.63%-12.0pp |
| Employer contribution / active EE | $1,675 | $1,827-8.3% | $3,268-48.7% | $2,381-29.6% |
| Participant deferral / active EE | $4,447 | $2,545+74.7% | $4,080+9.0% | $3,470+28.2% |
| Admin fee / account holder | $3,896 | $3,959-1.6% | $6,913-43.6% | $4,888-20.3% |