Filed July 3, 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 | $40,975 | $60,022-31.7% | $88,946-53.9% | $84,808-51.7% |
| Participation rate | 78.6% | 57.8%+20.7pp | 68.8%+9.7pp | 68.3%+10.3pp |
| Annual return | 19.07% | 22.43%-3.4pp | 57.82%-38.8pp | 40.90%-21.8pp |
| Employer contribution / active EE | $1,926 | $1,703+13.1% | $2,555-24.6% | $2,631-26.8% |
| Participant deferral / active EE | $2,602 | $3,114-16.4% | $4,581-43.2% | $4,212-38.2% |
| Admin fee / account holder | $2,856 | $4,811-40.6% | $8,261-65.4% | $7,344-61.1% |