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 | $80,642 | $167,484-51.9% | $151,611-46.8% | $134,475-40.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -16.88% | 7.80%-24.7pp | 3.33%-20.2pp | 417.96%-434.8pp |
| Employer contribution / active EE | $7,046 | $6,829+3.2% | $6,166+14.3% | $4,740+48.7% |
| Participant deferral / active EE | $7,082 | $8,986-21.2% | $8,363-15.3% | $6,400+10.7% |
| Admin fee / account holder | $384 | $13,783-97.2% | $11,616-96.7% | $11,426-96.6% |