Filed June 2, 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 | $111,791 | $43,327+158.0% | $59,878+86.7% | $64,186+74.2% |
| Participation rate | 94.3% | 69.2%+25.1pp | 74.7%+19.6pp | 69.6%+24.7pp |
| Annual return | -6.21% | -1.55%-4.7pp | 3.46%-9.7pp | 7.63%-13.8pp |
| Employer contribution / active EE | $9,279 | $2,028+357.5% | $2,722+240.9% | $2,381+289.7% |
| Participant deferral / active EE | $8,757 | $2,546+244.0% | $3,402+157.4% | $3,470+152.4% |
| Admin fee / account holder | $27,124 | $3,005+802.6% | $3,590+655.5% | $4,888+454.9% |