Filed March 21, 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 | $12,811 | $40,256-68.2% | $57,343-77.7% | $59,632-78.5% |
| Participation rate | 96.5% | 69.2%+27.3pp | 75.1%+21.4pp | 68.7%+27.8pp |
| Annual return | 1.43% | 27.49%-26.1pp | 24.39%-23.0pp | 2041.28%-2039.8pp |
| Employer contribution / active EE | $2,178 | $1,922+13.3% | $2,689-19.0% | $2,203-1.1% |
| Participant deferral / active EE | $0 | $2,399-100.0% | $3,162-100.0% | $3,192-100.0% |
| Admin fee / account holder | $708 | $2,818-74.9% | $3,356-78.9% | $4,297-83.5% |