Filed April 18, 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 | $94,236 | $90,503+4.1% | $78,689+19.8% | $273,961-65.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 6.96% | 75.60%-68.6pp | 62.18%-55.2pp | 41.45%-34.5pp |
| Employer contribution / active EE | $7,279 | $3,176+129.2% | $2,851+155.3% | $4,869+49.5% |
| Participant deferral / active EE | $6,561 | $3,901+68.2% | $3,517+86.6% | $5,287+24.1% |
| Admin fee / account holder | $1,111 | $5,263-78.9% | $4,510-75.4% | $10,132-89.0% |