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 | $201,827 | $129,942+55.3% | $104,294+93.5% | $134,475+50.1% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | 3.36% | 42.03%-38.7pp | 24.61%-21.3pp | 417.96%-414.6pp |
| Employer contribution / active EE | $5,906 | $4,184+41.2% | $3,372+75.2% | $4,740+24.6% |
| Participant deferral / active EE | $4,122 | $5,588-26.2% | $4,625-10.9% | $6,400-35.6% |
| Admin fee / account holder | $10,838 | $9,323+16.3% | $7,339+47.7% | $11,426-5.1% |