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 | $177,392 | $54,350+226.4% | $82,719+114.5% | $68,494+159.0% |
| Participation rate | 98.6% | 63.9%+34.7pp | 72.6%+26.0pp | 67.9%+30.7pp |
| Annual return | -16.98% | -13.67%-3.3pp | 701.18%-718.2pp | -7.84%-9.1pp |
| Employer contribution / active EE | $11,075 | $2,218+399.3% | $3,009+268.1% | $2,596+326.6% |
| Participant deferral / active EE | $13,796 | $3,246+325.0% | $4,395+213.9% | $4,027+242.6% |
| Admin fee / account holder | $16,886 | $4,395+284.2% | $5,329+216.9% | $5,403+212.6% |