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 | $44,666 | $77,813-42.6% | $123,544-63.8% | $64,186-30.4% |
| Participation rate | 98.4% | 74.7%+23.7pp | 82.3%+16.1pp | 69.6%+28.8pp |
| Annual return | -8.03% | 12.48%-20.5pp | 119.20%-127.2pp | 7.63%-15.7pp |
| Employer contribution / active EE | $2,164 | $3,014-28.2% | $4,628-53.2% | $2,381-9.1% |
| Participant deferral / active EE | $8,953 | $5,240+70.9% | $6,426+39.3% | $3,470+158.0% |
| Admin fee / account holder | $2,425 | $5,519-56.1% | $9,284-73.9% | $4,888-50.4% |