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 | $32,302 | $83,902-61.5% | $167,512-80.7% | $84,808-61.9% |
| Participation rate | 70.0% | 66.5%+3.5pp | 77.1%-7.1pp | 68.3%+1.7pp |
| Annual return | 15.04% | 91.55%-76.5pp | 1615.79%-1600.8pp | 40.90%-25.9pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,882-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,446 | $4,442-22.4% | $6,405-46.2% | $4,212-18.2% |
| Admin fee / account holder | $1,195 | $7,915-84.9% | $9,769-87.8% | $7,344-83.7% |