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.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,827 | $110,502-33.2% | $80,716-8.5% | $167,490-55.9% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 7.74% | 120.54%-112.8pp | 87.28%-79.5pp | 478.56%-470.8pp |
| Employer contribution / active EE | $7,536 | $1,543+388.5% | $1,160+549.6% | $4,837+55.8% |
| Participant deferral / active EE | $5,608 | $2,871+95.4% | $2,146+161.4% | $6,341-11.6% |
| Admin fee / account holder | $51,026 | $4,545+1022.8% | $3,380+1409.7% | $12,309+314.5% |