Filed March 7, 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 | $63,940 | $54,705+16.9% | $71,209-10.2% | $84,808-24.6% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 26.94% | 35.90%-9.0pp | 282.51%-255.6pp | 40.90%-14.0pp |
| Employer contribution / active EE | $6,504 | $2,158+201.4% | $2,721+139.0% | $2,631+147.2% |
| Participant deferral / active EE | $9,661 | $3,030+218.8% | $4,175+131.4% | $4,212+129.4% |
| Admin fee / account holder | $5,143 | $4,863+5.8% | $5,349-3.8% | $7,344-30.0% |