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 | $162,799 | $51,175+218.1% | $70,515+130.9% | $75,163+116.6% |
| Participation rate | 100.0% | 60.9%+39.1pp | 68.3%+31.7pp | 67.2%+32.8pp |
| Annual return | 15.44% | 30.02%-14.6pp | 32.77%-17.3pp | 160.62%-145.2pp |
| Employer contribution / active EE | $12,545 | $1,826+587.0% | $2,973+321.9% | $2,670+369.9% |
| Participant deferral / active EE | $6,842 | $2,849+140.1% | $4,567+49.8% | $4,125+65.9% |
| Admin fee / account holder | $7,525 | $4,091+84.0% | $6,412+17.4% | $5,651+33.2% |