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 | $99,280 | $54,762+81.3% | $90,281+10.0% | $72,985+36.0% |
| Participation rate | 82.1% | 65.1%+17.0pp | 73.3%+8.9pp | 69.5%+12.7pp |
| Annual return | 22.25% | 30.63%-8.4pp | 78.10%-55.8pp | 81.00%-58.8pp |
| Employer contribution / active EE | $2,540 | $2,092+21.4% | $2,854-11.0% | $2,440+4.1% |
| Participant deferral / active EE | $5,880 | $2,887+103.7% | $3,885+51.3% | $3,607+63.0% |
| Admin fee / account holder | $1,444 | $3,972-63.7% | $5,351-73.0% | $5,124-71.8% |