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 | $145,347 | $53,822+170.1% | $75,696+92.0% | $85,850+69.3% |
| Participation rate | 100.0% | 69.1%+30.9pp | 74.8%+25.2pp | 69.3%+30.7pp |
| Annual return | 13.74% | 24.54%-10.8pp | 104.53%-90.8pp | 318.53%-304.8pp |
| Employer contribution / active EE | $9,271 | $2,017+359.7% | $2,743+238.0% | $2,565+261.4% |
| Participant deferral / active EE | $9,818 | $2,895+239.1% | $3,821+156.9% | $3,952+148.5% |
| Admin fee / account holder | $3,671 | $3,343+9.8% | $3,619+1.4% | $6,260-41.4% |