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 | $186,207 | $150,187+24.0% | $120,354+54.7% | $145,922+27.6% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 9.38% | 154.07%-144.7pp | 107.15%-97.8pp | 561.29%-551.9pp |
| Employer contribution / active EE | $11,885 | $4,348+173.3% | $3,463+243.2% | $4,660+155.1% |
| Participant deferral / active EE | $9,676 | $6,173+56.8% | $4,991+93.9% | $6,688+44.7% |
| Admin fee / account holder | $76,542 | $12,207+527.0% | $9,423+712.3% | $13,397+471.3% |