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 | $169,662 | $49,177+245.0% | $79,464+113.5% | $64,186+164.3% |
| Participation rate | 98.7% | 65.0%+33.7pp | 73.3%+25.4pp | 69.6%+29.1pp |
| Annual return | -4.40% | -1.16%-3.2pp | 718.14%-722.5pp | 7.63%-12.0pp |
| Employer contribution / active EE | $8,491 | $2,076+308.9% | $2,800+203.2% | $2,381+256.6% |
| Participant deferral / active EE | $9,328 | $2,821+230.6% | $3,704+151.9% | $3,470+168.9% |
| Admin fee / account holder | $45,703 | $3,839+1090.6% | $5,113+793.9% | $4,888+835.0% |