Filed April 30, 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 | $66,319 | $88,751-25.3% | $81,812-18.9% | $145,922-54.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 16.81% | 1025.40%-1008.6pp | 773.79%-757.0pp | 561.29%-544.5pp |
| Employer contribution / active EE | $6,069 | $3,083+96.8% | $2,912+108.4% | $4,660+30.2% |
| Participant deferral / active EE | $10,045 | $4,643+116.3% | $4,319+132.6% | $6,688+50.2% |
| Admin fee / account holder | $2,200 | $8,415-73.9% | $7,386-70.2% | $13,397-83.6% |