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 | $81,006 | $42,894+88.9% | $60,874+33.1% | $68,494+18.3% |
| Participation rate | 98.6% | 66.8%+31.8pp | 73.1%+25.4pp | 67.9%+30.7pp |
| Annual return | -15.98% | -13.98%-2.0pp | 16.90%-32.9pp | -7.84%-8.1pp |
| Employer contribution / active EE | $8,304 | $1,978+319.8% | $2,701+207.4% | $2,596+219.8% |
| Participant deferral / active EE | $8,332 | $2,867+190.6% | $3,817+118.3% | $4,027+106.9% |
| Admin fee / account holder | $17,684 | $3,101+470.3% | $3,224+448.5% | $5,403+227.3% |