Filed May 16, 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 | $59,053 | $98,750-40.2% | $149,696-60.6% | $79,858-26.1% |
| Participation rate | 96.9% | 75.8%+21.1pp | 82.5%+14.4pp | 69.6%+27.2pp |
| Annual return | 17.72% | 27.43%-9.7pp | 276.60%-258.9pp | 31.71%-14.0pp |
| Employer contribution / active EE | $7,511 | $3,216+133.5% | $4,644+61.7% | $2,471+204.0% |
| Participant deferral / active EE | $3,575 | $5,680-37.1% | $6,842-47.7% | $3,740-4.4% |
| Admin fee / account holder | $2,844 | $6,053-53.0% | $9,309-69.4% | $5,306-46.4% |