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 | $71,123 | $109,359-35.0% | $162,163-56.1% | $72,985-2.6% |
| Participation rate | 97.3% | 84.3%+13.0pp | 87.6%+9.7pp | 69.5%+27.8pp |
| Annual return | 18.81% | 25.46%-6.6pp | 115.59%-96.8pp | 81.00%-62.2pp |
| Employer contribution / active EE | $1,906 | $3,907-51.2% | $5,614-66.0% | $2,440-21.9% |
| Participant deferral / active EE | $4,595 | $5,481-16.2% | $7,298-37.0% | $3,607+27.4% |
| Admin fee / account holder | $5,113 | $7,972-35.9% | $10,843-52.8% | $5,124-0.2% |