Filed June 23, 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 9-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 | $44,763 | $209,832-78.7% | $189,513-76.4% | $167,490-73.3% |
| Participation rate | 89.5% | 88.7%+0.8pp | 87.8%+1.7pp | 82.1%+7.4pp |
| Annual return | 16.51% | 748.27%-731.8pp | 555.15%-538.6pp | 478.56%-462.0pp |
| Employer contribution / active EE | $1,778 | $6,914-74.3% | $6,162-71.1% | $4,837-63.2% |
| Participant deferral / active EE | $4,713 | $8,935-47.3% | $8,221-42.7% | $6,341-25.7% |
| Admin fee / account holder | $1,331 | $14,293-90.7% | $12,045-89.0% | $12,309-89.2% |