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 | $118,343 | $45,073+162.6% | $69,455+70.4% | $72,985+62.1% |
| Participation rate | 85.1% | 68.5%+16.6pp | 74.6%+10.5pp | 69.5%+15.6pp |
| Annual return | 27.14% | 22.65%+4.5pp | 28.97%-1.8pp | 81.00%-53.9pp |
| Employer contribution / active EE | $7,542 | $2,054+267.2% | $2,779+171.4% | $2,440+209.1% |
| Participant deferral / active EE | $7,547 | $2,602+190.1% | $3,535+113.5% | $3,607+109.2% |
| Admin fee / account holder | $313 | $3,056-89.8% | $3,839-91.9% | $5,124-93.9% |