Filed February 13, 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 | $53,322 | $94,529-43.6% | $140,016-61.9% | $64,186-16.9% |
| Participation rate | 86.6% | 84.1%+2.5pp | 87.5%-0.9pp | 69.6%+17.0pp |
| Annual return | 0.85% | 7.77%-6.9pp | 651.12%-650.3pp | 7.63%-6.8pp |
| Employer contribution / active EE | $1,343 | $3,812-64.8% | $5,606-76.0% | $2,381-43.6% |
| Participant deferral / active EE | $3,420 | $5,250-34.9% | $6,927-50.6% | $3,470-1.4% |
| Admin fee / account holder | $7,158 | $6,741+6.2% | $10,705-33.1% | $4,888+46.4% |