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 | $228,511 | $89,698+154.8% | $103,476+120.8% | $80,856+182.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 80.5%+19.5pp | 67.6%+32.4pp |
| Annual return | 12.07% | 22.78%-10.7pp | 23.90%-11.8pp | 35.59%-23.5pp |
| Employer contribution / active EE | $11,864 | $4,018+195.3% | $4,672+153.9% | $2,755+330.7% |
| Participant deferral / active EE | $6,706 | $5,456+22.9% | $6,623+1.3% | $4,296+56.1% |
| Admin fee / account holder | $3,112 | $6,768-54.0% | $9,413-66.9% | $6,918-55.0% |