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 | $75,039 | $98,750-24.0% | $149,696-49.9% | $79,858-6.0% |
| Participation rate | 98.2% | 75.8%+22.5pp | 82.5%+15.8pp | 69.6%+28.6pp |
| Annual return | 23.90% | 27.43%-3.5pp | 276.60%-252.7pp | 31.71%-7.8pp |
| Employer contribution / active EE | $2,130 | $3,216-33.8% | $4,644-54.1% | $2,471-13.8% |
| Participant deferral / active EE | $8,582 | $5,680+51.1% | $6,842+25.4% | $3,740+129.5% |
| Admin fee / account holder | $6,772 | $6,053+11.9% | $9,309-27.2% | $5,306+27.6% |