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 | $66,511 | $82,664-19.5% | $125,339-46.9% | $68,494-2.9% |
| Participation rate | 94.5% | 75.0%+19.5pp | 82.4%+12.2pp | 67.9%+26.7pp |
| Annual return | -18.53% | -5.97%-12.6pp | 572.05%-590.6pp | -7.84%-10.7pp |
| Employer contribution / active EE | $1,966 | $3,381-41.9% | $4,814-59.2% | $2,596-24.3% |
| Participant deferral / active EE | $9,011 | $6,110+47.5% | $7,446+21.0% | $4,027+123.7% |
| Admin fee / account holder | $12,229 | $6,275+94.9% | $10,010+22.2% | $5,403+126.3% |