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 | $89,632 | $108,642-17.5% | $74,701+20.0% | $152,861-41.4% |
| Participation rate | 91.3% | 65.3%+26.0pp | 54.5%+36.8pp | 82.4%+8.9pp |
| Annual return | 17.75% | 114.06%-96.3pp | 752.92%-735.2pp | 345.32%-327.6pp |
| Employer contribution / active EE | $4,339 | $1,503+188.7% | $1,084+300.4% | $4,762-8.9% |
| Participant deferral / active EE | $3,669 | $2,712+35.3% | $1,964+86.8% | $5,850-37.3% |
| Admin fee / account holder | $7,625 | $4,902+55.5% | $3,333+128.8% | $11,596-34.2% |