Filed April 7, 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 | $64,550 | $32,117+101.0% | $71,086-9.2% | $64,186+0.6% |
| Participation rate | 82.1% | 42.7%+39.4pp | 54.7%+27.5pp | 69.6%+12.6pp |
| Annual return | -5.63% | -5.57%-0.1pp | 650.59%-656.2pp | 7.63%-13.3pp |
| Employer contribution / active EE | $4,216 | $712+491.9% | $1,088+287.6% | $2,381+77.1% |
| Participant deferral / active EE | $3,392 | $1,263+168.6% | $1,874+81.0% | $3,470-2.2% |
| Admin fee / account holder | $6,808 | $2,759+146.7% | $3,082+120.9% | $4,888+39.3% |