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 | $36,802 | $69,518-47.1% | $59,878-38.5% | $135,375-72.8% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.7%+5.3pp | 82.6%-2.6pp |
| Annual return | -8.95% | 7.94%-16.9pp | 3.46%-12.4pp | 519.73%-528.7pp |
| Employer contribution / active EE | $3,736 | $3,235+15.5% | $2,722+37.3% | $4,779-21.8% |
| Participant deferral / active EE | $7,541 | $4,206+79.3% | $3,402+121.7% | $5,609+34.4% |
| Admin fee / account holder | $6,059 | $5,734+5.7% | $3,590+68.8% | $10,827-44.0% |