Filed February 13, 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 | $167,613 | $81,947+104.5% | $105,387+59.0% | $72,985+129.7% |
| Participation rate | 96.9% | 76.5%+20.3pp | 82.6%+14.3pp | 69.5%+27.4pp |
| Annual return | 23.64% | 42.90%-19.3pp | 26.82%-3.2pp | 81.00%-57.4pp |
| Employer contribution / active EE | $7,945 | $3,468+129.1% | $4,213+88.6% | $2,440+225.6% |
| Participant deferral / active EE | $4,580 | $4,494+1.9% | $5,502-16.8% | $3,607+27.0% |
| Admin fee / account holder | $10,005 | $6,258+59.9% | $6,559+52.6% | $5,124+95.2% |