Filed August 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 | $126,884 | $209,336-39.4% | $197,124-35.6% | $137,256-7.6% |
| Participation rate | 78.9% | 87.3%-8.4pp | 86.7%-7.8pp | 80.0%-1.0pp |
| Annual return | 14.59% | 48.09%-33.5pp | 44.34%-29.8pp | 220.34%-205.8pp |
| Employer contribution / active EE | $3,206 | $6,591-51.4% | $6,227-48.5% | $4,156-22.9% |
| Participant deferral / active EE | $6,449 | $9,614-32.9% | $9,135-29.4% | $6,407+0.7% |
| Admin fee / account holder | $11,082 | $17,308-36.0% | $16,298-32.0% | $12,270-9.7% |