Filed March 23, 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 | $67,091 | $65,409+2.6% | $98,442-31.8% | $85,850-21.9% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 372.05% | 21.76%+350.3pp | 1492.73%-1120.7pp | 318.53%+53.5pp |
| Employer contribution / active EE | $2,514 | $2,168+16.0% | $2,960-15.1% | $2,565-2.0% |
| Participant deferral / active EE | $5,255 | $3,166+66.0% | $4,276+22.9% | $3,952+33.0% |
| Admin fee / account holder | $2,169 | $4,593-52.8% | $5,949-63.5% | $6,260-65.3% |