Filed October 1, 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 | $57,973 | $171,865-66.3% | $149,718-61.3% | $147,584-60.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 14.34% | 2113.22%-2098.9pp | 1501.63%-1487.3pp | 578.55%-564.2pp |
| Employer contribution / active EE | $3,745 | $6,275-40.3% | $5,445-31.2% | $4,876-23.2% |
| Participant deferral / active EE | $3,337 | $7,271-54.1% | $6,569-49.2% | $5,439-38.6% |
| Admin fee / account holder | $3,857 | $13,799-72.0% | $11,283-65.8% | $10,885-64.6% |