Filed October 3, 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 | $19,660 | $65,685-70.1% | $57,179-65.6% | $273,961-92.8% |
| Participation rate | 92.9% | 78.3%+14.5pp | 75.3%+17.5pp | 83.0%+9.8pp |
| Annual return | 10.43% | 21.99%-11.6pp | 14.59%-4.2pp | 41.45%-31.0pp |
| Employer contribution / active EE | $3,442 | $3,279+5.0% | $2,682+28.3% | $4,869-29.3% |
| Participant deferral / active EE | $6,380 | $3,782+68.7% | $3,096+106.1% | $5,287+20.7% |
| Admin fee / account holder | $3,098 | $4,835-35.9% | $3,139-1.3% | $10,132-69.4% |