Filed July 25, 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 | $81,105 | $49,177+64.9% | $79,464+2.1% | $64,186+26.4% |
| Participation rate | 76.9% | 65.0%+11.9pp | 73.3%+3.6pp | 69.6%+7.4pp |
| Annual return | -4.69% | -1.16%-3.5pp | 718.14%-722.8pp | 7.63%-12.3pp |
| Employer contribution / active EE | $2,998 | $2,076+44.4% | $2,800+7.1% | $2,381+25.9% |
| Participant deferral / active EE | $6,305 | $2,821+123.5% | $3,704+70.2% | $3,470+81.7% |
| Admin fee / account holder | $5,693 | $3,839+48.3% | $5,113+11.3% | $4,888+16.5% |