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 | $40,274 | $81,625-50.7% | $58,482-31.1% | $139,434-71.1% |
| Participation rate | 87.5% | 61.3%+26.2pp | 50.9%+36.6pp | 80.3%+7.2pp |
| Annual return | 14.92% | 7404.20%-7389.3pp | 4239.32%-4224.4pp | 372.94%-358.0pp |
| Employer contribution / active EE | $3,793 | $1,398+171.3% | $1,053+260.1% | $4,751-20.2% |
| Participant deferral / active EE | $3,073 | $2,557+20.2% | $1,924+59.7% | $6,710-54.2% |
| Admin fee / account holder | $12,214 | $3,265+274.1% | $2,516+385.5% | $11,403+7.1% |