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 | $104,661 | $96,557+8.4% | $80,975+29.3% | $273,961-61.8% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 9.18% | 15.14%-6.0pp | 17.10%-7.9pp | 41.45%-32.3pp |
| Employer contribution / active EE | $4,265 | $4,868-12.4% | $3,714+14.8% | $4,869-12.4% |
| Participant deferral / active EE | $4,983 | $6,598-24.5% | $5,696-12.5% | $5,287-5.8% |
| Admin fee / account holder | $2,126 | $7,492-71.6% | $5,516-61.5% | $10,132-79.0% |