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 | $154,729 | $62,573+147.3% | $85,682+80.6% | $85,850+80.2% |
| Participation rate | 98.5% | 61.1%+37.3pp | 69.9%+28.6pp | 69.3%+29.2pp |
| Annual return | 12.97% | 23.77%-10.8pp | 21.49%-8.5pp | 318.53%-305.6pp |
| Employer contribution / active EE | $10,737 | $1,757+511.2% | $2,618+310.1% | $2,565+318.6% |
| Participant deferral / active EE | $5,897 | $2,802+110.4% | $3,923+50.3% | $3,952+49.2% |
| Admin fee / account holder | $6,961 | $4,640+50.0% | $6,873+1.3% | $6,260+11.2% |