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 | $134,751 | $49,227+173.7% | $70,449+91.3% | $79,858+68.7% |
| Participation rate | 97.5% | 69.2%+28.3pp | 75.1%+22.4pp | 69.6%+27.9pp |
| Annual return | 12.89% | 30.06%-17.2pp | 109.03%-96.1pp | 31.71%-18.8pp |
| Employer contribution / active EE | $10,631 | $2,099+406.5% | $2,737+288.5% | $2,471+330.3% |
| Participant deferral / active EE | $10,121 | $2,768+265.7% | $3,709+172.9% | $3,740+170.6% |
| Admin fee / account holder | $12,979 | $2,878+351.0% | $3,845+237.5% | $5,306+144.6% |