Filed February 19, 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 | $96,382 | $148,978-35.3% | $200,582-51.9% | $84,808+13.6% |
| Participation rate | 95.4% | 84.2%+11.2pp | 86.9%+8.5pp | 68.3%+27.1pp |
| Annual return | 13.53% | 28.16%-14.6pp | 42.33%-28.8pp | 40.90%-27.4pp |
| Employer contribution / active EE | $2,959 | $4,815-38.6% | $6,419-53.9% | $2,631+12.5% |
| Participant deferral / active EE | $4,063 | $7,142-43.1% | $9,331-56.5% | $4,212-3.5% |
| Admin fee / account holder | $45,487 | $13,977+225.4% | $16,305+179.0% | $7,344+519.4% |