Filed July 15, 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 | $88,239 | $44,850+96.7% | $60,547+45.7% | $59,632+48.0% |
| Participation rate | 100.0% | 59.5%+40.5pp | 68.0%+32.0pp | 68.7%+31.3pp |
| Annual return | 1.33% | 1074.14%-1072.8pp | 335.64%-334.3pp | 2041.28%-2040.0pp |
| Employer contribution / active EE | $9,370 | $1,462+541.0% | $2,419+287.3% | $2,203+325.4% |
| Participant deferral / active EE | $5,773 | $2,230+158.9% | $3,328+73.5% | $3,192+80.9% |
| Admin fee / account holder | $3,963 | $3,635+9.0% | $4,536-12.6% | $4,297-7.8% |