Filed April 29, 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 | $68,774 | $45,035+52.7% | $62,995+9.2% | $70,131-1.9% |
| Participation rate | 99.0% | 69.5%+29.4pp | 74.8%+24.2pp | 69.5%+29.4pp |
| Annual return | 18.09% | 18.76%-0.7pp | 87.57%-69.5pp | 73.14%-55.0pp |
| Employer contribution / active EE | $6,631 | $2,051+223.3% | $2,759+140.4% | $2,342+183.1% |
| Participant deferral / active EE | $6,623 | $2,465+168.7% | $3,329+98.9% | $3,332+98.8% |
| Admin fee / account holder | $3,698 | $2,834+30.5% | $3,600+2.7% | $4,645-20.4% |