Filed March 25, 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 | $123,188 | $48,076+156.2% | $78,689+56.6% | $62,891+95.9% |
| Participation rate | 97.2% | 65.2%+32.0pp | 73.6%+23.7pp | 69.3%+27.9pp |
| Annual return | 9.53% | 31.35%-21.8pp | 62.18%-52.6pp | 20.14%-10.6pp |
| Employer contribution / active EE | $4,938 | $2,015+145.1% | $2,851+73.2% | $2,281+116.5% |
| Participant deferral / active EE | $4,231 | $2,588+63.5% | $3,517+20.3% | $3,203+32.1% |
| Admin fee / account holder | $823 | $3,207-74.3% | $4,510-81.8% | $4,296-80.8% |