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 | $201,636 | $210,648-4.3% | $177,989+13.3% | $145,922+38.2% |
| Participation rate | 94.7% | 80.8%+14.0pp | 77.1%+17.7pp | 80.3%+14.5pp |
| Annual return | 22.27% | 385.86%-363.6pp | 294.48%-272.2pp | 561.29%-539.0pp |
| Employer contribution / active EE | $6,706 | $4,565+46.9% | $3,949+69.8% | $4,660+43.9% |
| Participant deferral / active EE | $15,720 | $6,958+125.9% | $6,276+150.5% | $6,688+135.1% |
| Admin fee / account holder | $12,575 | $12,013+4.7% | $10,363+21.3% | $13,397-6.1% |