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 | $94,061 | $58,851+59.8% | $115,157-18.3% | $72,985+28.9% |
| Participation rate | 95.6% | 65.5%+30.0pp | 75.9%+19.7pp | 69.5%+26.1pp |
| Annual return | 19.69% | 23.16%-3.5pp | 35.60%-15.9pp | 81.00%-61.3pp |
| Employer contribution / active EE | $1,781 | $1,798-1.0% | $3,179-44.0% | $2,440-27.0% |
| Participant deferral / active EE | $4,498 | $2,643+70.2% | $4,168+7.9% | $3,607+24.7% |
| Admin fee / account holder | $2,274 | $6,370-64.3% | $7,088-67.9% | $5,124-55.6% |