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 | $51,104 | $54,350-6.0% | $82,719-38.2% | $68,494-25.4% |
| Participation rate | 94.1% | 63.9%+30.2pp | 72.6%+21.6pp | 67.9%+26.2pp |
| Annual return | -16.10% | -13.67%-2.4pp | 701.18%-717.3pp | -7.84%-8.3pp |
| Employer contribution / active EE | $1,872 | $2,218-15.6% | $3,009-37.8% | $2,596-27.9% |
| Participant deferral / active EE | $5,443 | $3,246+67.7% | $4,395+23.8% | $4,027+35.2% |
| Admin fee / account holder | $5,975 | $4,395+35.9% | $5,329+12.1% | $5,403+10.6% |