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 | $121,995 | $106,584+14.5% | $101,326+20.4% | $142,382-14.3% |
| Participation rate | 85.0% | 82.7%+2.3pp | 81.5%+3.5pp | 80.1%+4.9pp |
| Annual return | 15.56% | 36.93%-21.4pp | 36.82%-21.3pp | 217.08%-201.5pp |
| Employer contribution / active EE | $8,547 | $3,956+116.1% | $3,665+133.2% | $4,299+98.8% |
| Participant deferral / active EE | $12,814 | $8,297+54.4% | $7,994+60.3% | $6,507+96.9% |
| Admin fee / account holder | $14,194 | $11,446+24.0% | $11,185+26.9% | $12,624+12.4% |