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 | $183,467 | $57,281+220.3% | $86,612+111.8% | $75,163+144.1% |
| Participation rate | 98.7% | 63.2%+35.5pp | 71.7%+27.0pp | 67.2%+31.5pp |
| Annual return | 15.03% | 2670.75%-2655.7pp | 591.07%-576.0pp | 160.62%-145.6pp |
| Employer contribution / active EE | $10,239 | $2,314+342.4% | $3,022+238.7% | $2,670+283.5% |
| Participant deferral / active EE | $12,585 | $3,318+279.3% | $4,438+183.6% | $4,125+205.1% |
| Admin fee / account holder | $38,196 | $4,112+828.9% | $5,614+580.3% | $5,651+575.9% |