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 | $63,029 | $87,841-28.2% | $133,980-53.0% | $62,891+0.2% |
| Participation rate | 90.6% | 83.4%+7.2pp | 87.1%+3.5pp | 69.3%+21.3pp |
| Annual return | 9.50% | 12.05%-2.6pp | 29.30%-19.8pp | 20.14%-10.6pp |
| Employer contribution / active EE | $2,347 | $3,483-32.6% | $5,211-55.0% | $2,281+2.9% |
| Participant deferral / active EE | $3,791 | $4,812-21.2% | $6,282-39.7% | $3,203+18.4% |
| Admin fee / account holder | $3,140 | $5,371-41.5% | $9,324-66.3% | $4,296-26.9% |