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 | $29,607 | $49,227-39.9% | $70,449-58.0% | $79,858-62.9% |
| Participation rate | 72.3% | 69.2%+3.1pp | 75.1%-2.7pp | 69.6%+2.7pp |
| Annual return | 15.21% | 30.06%-14.9pp | 109.03%-93.8pp | 31.71%-16.5pp |
| Employer contribution / active EE | $0 | $2,099-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,259 | $2,768-18.4% | $3,709-39.1% | $3,740-39.6% |
| Admin fee / account holder | $2,014 | $2,878-30.0% | $3,845-47.6% | $5,306-62.0% |