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 | $116,292 | $125,758-7.5% | $169,993-31.6% | $75,163+54.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 20.98% | 27.20%-6.2pp | 53.37%-32.4pp | 160.62%-139.6pp |
| Employer contribution / active EE | $5,486 | $4,615+18.9% | $6,785-19.2% | $2,670+105.5% |
| Participant deferral / active EE | $5,354 | $6,837-21.7% | $10,408-48.6% | $4,125+29.8% |
| Admin fee / account holder | $2,760 | $8,173-66.2% | $12,815-78.5% | $5,651-51.2% |