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 | $141,353 | $48,265+192.9% | $68,791+105.5% | $68,494+106.4% |
| Participation rate | 100.0% | 60.7%+39.3pp | 69.0%+31.0pp | 67.9%+32.1pp |
| Annual return | -16.04% | -12.71%-3.3pp | -6.38%-9.7pp | -7.84%-8.2pp |
| Employer contribution / active EE | $11,076 | $1,829+505.7% | $2,655+317.2% | $2,596+326.6% |
| Participant deferral / active EE | $5,838 | $2,867+103.7% | $3,941+48.1% | $4,027+45.0% |
| Admin fee / account holder | $6,137 | $4,355+40.9% | $4,932+24.4% | $5,403+13.6% |