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 | $107,925 | $69,763+54.7% | $67,502+59.9% | $74,495+44.9% |
| Participation rate | 81.1% | 71.4%+9.8pp | 72.9%+8.3pp | 67.2%+13.9pp |
| Annual return | 19.18% | -40.34%+59.5pp | 3512.12%-3492.9pp | 1364.94%-1345.8pp |
| Employer contribution / active EE | $8,347 | $2,704+208.7% | $2,731+205.6% | $2,623+218.2% |
| Participant deferral / active EE | $8,151 | $3,636+124.2% | $4,000+103.8% | $4,346+87.6% |
| Admin fee / account holder | $10,343 | $896+1054.5% | $3,998+158.7% | $1,942+432.7% |