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 | $139,851 | $148,978-6.1% | $200,582-30.3% | $84,808+64.9% |
| Participation rate | 98.5% | 84.2%+14.3pp | 86.9%+11.6pp | 68.3%+30.2pp |
| Annual return | 19.11% | 28.16%-9.1pp | 42.33%-23.2pp | 40.90%-21.8pp |
| Employer contribution / active EE | $2,016 | $4,815-58.1% | $6,419-68.6% | $2,631-23.4% |
| Participant deferral / active EE | $6,476 | $7,142-9.3% | $9,331-30.6% | $4,212+53.8% |
| Admin fee / account holder | $8,748 | $13,977-37.4% | $16,305-46.3% | $7,344+19.1% |