Filed September 10, 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 6-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 | $25,035 | $77,314-67.6% | $177,989-85.9% | $80,856-69.0% |
| Participation rate | 71.7% | 65.7%+6.0pp | 77.1%-5.4pp | 67.6%+4.1pp |
| Annual return | 13.18% | 18.09%-4.9pp | 294.48%-281.3pp | 35.59%-22.4pp |
| Employer contribution / active EE | $0 | $2,292-100.0% | $3,949-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,613 | $4,411-18.1% | $6,276-42.4% | $4,296-15.9% |
| Admin fee / account holder | $1,101 | $7,191-84.7% | $10,363-89.4% | $6,918-84.1% |