Filed July 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 | $56,716 | $82,032-30.9% | $123,104-53.9% | $59,632-4.9% |
| Participation rate | 82.1% | 83.2%-1.2pp | 86.8%-4.7pp | 68.7%+13.4pp |
| Annual return | -0.47% | 5.12%-5.6pp | 13.22%-13.7pp | 2041.28%-2041.8pp |
| Employer contribution / active EE | $1,301 | $3,297-60.5% | $5,151-74.7% | $2,203-40.9% |
| Participant deferral / active EE | $3,001 | $4,667-35.7% | $6,230-51.8% | $3,192-6.0% |
| Admin fee / account holder | $1,382 | $5,881-76.5% | $9,015-84.7% | $4,297-67.8% |