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 | $208,274 | $58,208+257.8% | $81,812+154.6% | $80,856+157.6% |
| Participation rate | 98.7% | 63.4%+35.3pp | 72.3%+26.4pp | 67.6%+31.1pp |
| Annual return | 14.40% | 41.66%-27.3pp | 773.79%-759.4pp | 35.59%-21.2pp |
| Employer contribution / active EE | $10,836 | $2,340+363.1% | $2,912+272.1% | $2,755+293.4% |
| Participant deferral / active EE | $13,640 | $3,281+315.7% | $4,319+215.8% | $4,296+217.5% |
| Admin fee / account holder | $14,415 | $4,981+189.4% | $7,386+95.2% | $6,918+108.4% |