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 | $91,754 | $138,385-33.7% | $184,200-50.2% | $80,874+13.5% |
| Participation rate | 93.3% | 83.9%+9.5pp | 86.8%+6.5pp | 67.6%+25.7pp |
| Annual return | 11.50% | 20.02%-8.5pp | 28.80%-17.3pp | 35.62%-24.1pp |
| Employer contribution / active EE | $3,090 | $4,849-36.3% | $6,424-51.9% | $2,756+12.1% |
| Participant deferral / active EE | $4,664 | $7,073-34.1% | $9,132-48.9% | $4,297+8.5% |
| Admin fee / account holder | $18,872 | $10,483+80.0% | $13,907+35.7% | $6,935+172.1% |