Filed January 10, 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 | $236,381 | $72,492+226.1% | $87,100+171.4% | $72,985+223.9% |
| Participation rate | 92.4% | 72.8%+19.6pp | 76.9%+15.5pp | 69.5%+22.9pp |
| Annual return | 28.40% | 24.46%+3.9pp | 28.19%+0.2pp | 81.00%-52.6pp |
| Employer contribution / active EE | $8,736 | $1,894+361.3% | $2,521+246.5% | $2,440+258.1% |
| Participant deferral / active EE | $7,811 | $3,270+138.9% | $4,049+92.9% | $3,607+116.5% |
| Admin fee / account holder | $10,817 | $5,055+114.0% | $7,497+44.3% | $5,124+111.1% |