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 | $205,890 | $98,463+109.1% | $119,258+72.6% | $85,850+139.8% |
| Participation rate | 94.5% | 77.6%+16.9pp | 82.7%+11.8pp | 69.3%+25.2pp |
| Annual return | 15.49% | 38.53%-23.0pp | 30.69%-15.2pp | 318.53%-303.0pp |
| Employer contribution / active EE | $7,405 | $3,698+100.2% | $4,384+68.9% | $2,565+188.7% |
| Participant deferral / active EE | $4,614 | $4,942-6.6% | $6,111-24.5% | $3,952+16.8% |
| Admin fee / account holder | $2,358 | $7,493-68.5% | $7,226-67.4% | $6,260-62.3% |