Filed September 15, 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 | $149,920 | $45,152+232.0% | $73,843+103.0% | $59,632+151.4% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | -0.25% | 27.40%-27.6pp | 2267.84%-2268.1pp | 2041.28%-2041.5pp |
| Employer contribution / active EE | $7,722 | $1,902+306.0% | $2,787+177.0% | $2,203+250.6% |
| Participant deferral / active EE | $8,592 | $2,574+233.8% | $3,583+139.8% | $3,192+169.2% |
| Admin fee / account holder | $15,113 | $3,516+329.8% | $4,880+209.7% | $4,297+251.7% |