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 | $190,104 | $56,053+239.1% | $75,972+150.2% | $80,856+135.1% |
| Participation rate | 100.0% | 62.0%+38.0pp | 69.1%+30.9pp | 67.6%+32.4pp |
| Annual return | 11.34% | 20.53%-9.2pp | 359.55%-348.2pp | 35.59%-24.3pp |
| Employer contribution / active EE | $16,365 | $1,874+773.2% | $2,685+509.5% | $2,755+494.0% |
| Participant deferral / active EE | $7,742 | $3,052+153.7% | $4,255+81.9% | $4,296+80.2% |
| Admin fee / account holder | $3,301 | $5,234-36.9% | $6,467-48.9% | $6,918-52.3% |