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 | $58,029 | $94,529-38.6% | $140,016-58.6% | $64,186-9.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -5.62% | 7.77%-13.4pp | 651.12%-656.7pp | 7.63%-13.2pp |
| Employer contribution / active EE | $1,771 | $3,812-53.5% | $5,606-68.4% | $2,381-25.6% |
| Participant deferral / active EE | $4,229 | $5,250-19.4% | $6,927-38.9% | $3,470+21.9% |
| Admin fee / account holder | $4,113 | $6,741-39.0% | $10,705-61.6% | $4,888-15.9% |