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 | $202,543 | $54,762+269.9% | $90,281+124.3% | $72,985+177.5% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 24.47% | 30.63%-6.2pp | 78.10%-53.6pp | 81.00%-56.5pp |
| Employer contribution / active EE | $8,315 | $2,092+297.4% | $2,854+191.3% | $2,440+240.8% |
| Participant deferral / active EE | $9,633 | $2,887+233.7% | $3,885+147.9% | $3,607+167.0% |
| Admin fee / account holder | $19,646 | $3,972+394.6% | $5,351+267.1% | $5,124+283.4% |