Filed June 7, 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 | $107,356 | $109,359-1.8% | $162,163-33.8% | $72,985+47.1% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 27.41% | 25.46%+1.9pp | 115.59%-88.2pp | 81.00%-53.6pp |
| Employer contribution / active EE | $9,716 | $3,907+148.7% | $5,614+73.1% | $2,440+298.2% |
| Participant deferral / active EE | $4,674 | $5,481-14.7% | $7,298-36.0% | $3,607+29.6% |
| Admin fee / account holder | $1,345 | $7,972-83.1% | $10,843-87.6% | $5,124-73.8% |