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 | $200,831 | $65,409+207.0% | $98,442+104.0% | $85,850+133.9% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 18.09% | 21.76%-3.7pp | 1492.73%-1474.6pp | 318.53%-300.4pp |
| Employer contribution / active EE | $10,184 | $2,168+369.8% | $2,960+244.1% | $2,565+297.0% |
| Participant deferral / active EE | $11,958 | $3,166+277.7% | $4,276+179.6% | $3,952+202.6% |
| Admin fee / account holder | $32,640 | $4,593+610.7% | $5,949+448.6% | $6,260+421.4% |