Filed May 14, 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 | $161,436 | $127,100+27.0% | $105,738+52.7% | $135,375+19.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | 6.15% | 4.49%+1.7pp | 6.27%-0.1pp | 519.73%-513.6pp |
| Employer contribution / active EE | $9,762 | $4,107+137.7% | $3,268+198.7% | $4,779+104.3% |
| Participant deferral / active EE | $6,221 | $5,064+22.8% | $4,080+52.5% | $5,609+10.9% |
| Admin fee / account holder | $1,960 | $9,087-78.4% | $6,913-71.6% | $10,827-81.9% |