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 | $23,170 | $76,738-69.8% | $56,411-58.9% | $145,922-84.1% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 10.35% | 2994.23%-2983.9pp | 1701.33%-1691.0pp | 561.29%-550.9pp |
| Employer contribution / active EE | $3,380 | $1,380+144.9% | $1,039+225.4% | $4,660-27.5% |
| Participant deferral / active EE | $3,021 | $2,623+15.2% | $1,952+54.8% | $6,688-54.8% |
| Admin fee / account holder | $17,020 | $3,334+410.5% | $2,829+501.7% | $13,397+27.0% |