Filed June 5, 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 | $67,026 | $100,041-33.0% | $149,718-55.2% | $70,131-4.4% |
| Participation rate | 94.4% | 83.6%+10.9pp | 87.1%+7.4pp | 69.5%+24.9pp |
| Annual return | 13.56% | 27.43%-13.9pp | 1501.63%-1488.1pp | 73.14%-59.6pp |
| Employer contribution / active EE | $1,509 | $3,662-58.8% | $5,445-72.3% | $2,342-35.6% |
| Participant deferral / active EE | $4,096 | $4,983-17.8% | $6,569-37.6% | $3,332+23.0% |
| Admin fee / account holder | $2,922 | $8,286-64.7% | $11,283-74.1% | $4,645-37.1% |