Filed April 8, 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 | $179,231 | $153,772+16.6% | $133,980+33.8% | $273,961-34.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 7.05% | 36.51%-29.5pp | 29.30%-22.2pp | 41.45%-34.4pp |
| Employer contribution / active EE | $4,079 | $6,029-32.3% | $5,211-21.7% | $4,869-16.2% |
| Participant deferral / active EE | $15,944 | $6,958+129.1% | $6,282+153.8% | $5,287+201.6% |
| Admin fee / account holder | $34,806 | $11,765+195.9% | $9,324+273.3% | $10,132+243.5% |