Filed March 21, 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 | $151,518 | $202,432-25.2% | $169,368-10.5% | $139,434+8.7% |
| Participation rate | 94.7% | 81.1%+13.7pp | 77.1%+17.6pp | 80.3%+14.4pp |
| Annual return | 21.36% | 531.74%-510.4pp | 405.60%-384.2pp | 372.94%-351.6pp |
| Employer contribution / active EE | $3,447 | $4,692-26.5% | $4,013-14.1% | $4,751-27.4% |
| Participant deferral / active EE | $13,619 | $6,938+96.3% | $6,221+118.9% | $6,710+103.0% |
| Admin fee / account holder | $8,887 | $10,708-17.0% | $9,003-1.3% | $11,403-22.1% |