Filed July 25, 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 | $52,774 | $55,453-4.8% | $170,442-69.0% | $62,292-15.3% |
| Participation rate | 94.1% | 66.4%+27.7pp | 83.6%+10.5pp | 69.5%+24.6pp |
| Annual return | 22.12% | 21.38%+0.7pp | 205.93%-183.8pp | 28.90%-6.8pp |
| Employer contribution / active EE | $6,224 | $2,164+187.7% | $5,433+14.6% | $2,042+204.8% |
| Participant deferral / active EE | $8,371 | $2,303+263.5% | $4,939+69.5% | $3,169+164.2% |
| Admin fee / account holder | $1,678 | $455+268.7% | $13,880-87.9% | $479+250.0% |