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 | $204,108 | $155,788+31.0% | $124,672+63.7% | $167,490+21.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 26.65% | 17.97%+8.7pp | 5142.93%-5116.3pp | 478.56%-451.9pp |
| Employer contribution / active EE | $10,153 | $4,163+143.9% | $3,324+205.5% | $4,837+109.9% |
| Participant deferral / active EE | $6,864 | $5,673+21.0% | $4,614+48.7% | $6,341+8.2% |
| Admin fee / account holder | $4,516 | $9,531-52.6% | $7,493-39.7% | $12,309-63.3% |