Filed May 29, 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 | $45,149 | $85,766-47.4% | $136,294-66.9% | $70,131-35.6% |
| Participation rate | 98.6% | 74.2%+24.4pp | 81.9%+16.6pp | 69.5%+29.0pp |
| Annual return | 19.39% | 31.45%-12.1pp | 5155.94%-5136.6pp | 73.14%-53.8pp |
| Employer contribution / active EE | $1,572 | $2,966-47.0% | $4,695-66.5% | $2,342-32.9% |
| Participant deferral / active EE | $6,631 | $5,051+31.3% | $6,247+6.1% | $3,332+99.0% |
| Admin fee / account holder | $10,517 | $5,420+94.0% | $9,243+13.8% | $4,645+126.4% |