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 | $25,965 | $45,073-42.4% | $69,455-62.6% | $72,985-64.4% |
| Participation rate | 75.0% | 68.5%+6.5pp | 74.6%+0.4pp | 69.5%+5.5pp |
| Annual return | 14.42% | 22.65%-8.2pp | 28.97%-14.5pp | 81.00%-66.6pp |
| Employer contribution / active EE | $0 | $2,054-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,551 | $2,602-40.4% | $3,535-56.1% | $3,607-57.0% |
| Admin fee / account holder | $1,540 | $3,056-49.6% | $3,839-59.9% | $5,124-70.0% |