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 | $107,758 | $64,324+67.5% | $118,925-9.4% | $79,858+34.9% |
| Participation rate | 93.3% | 64.9%+28.5pp | 75.4%+18.0pp | 69.6%+23.7pp |
| Annual return | 13.32% | 86.45%-73.1pp | 35.88%-22.6pp | 31.71%-18.4pp |
| Employer contribution / active EE | $1,647 | $1,836-10.3% | $3,263-49.5% | $2,471-33.4% |
| Participant deferral / active EE | $4,818 | $2,824+70.6% | $4,265+13.0% | $3,740+28.8% |
| Admin fee / account holder | $1,974 | $4,040-51.1% | $6,581-70.0% | $5,306-62.8% |