Filed October 9, 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 4-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 | $80,855 | $138,347-41.6% | $184,203-56.1% | $80,8560% |
| Participation rate | 83.9% | 83.9%0pp | 86.8%-2.9pp | 67.6%+16.2pp |
| Annual return | 12.20% | 20.02%-7.8pp | 28.81%-16.6pp | 35.59%-23.4pp |
| Employer contribution / active EE | $2,851 | $4,850-41.2% | $6,427-55.6% | $2,755+3.5% |
| Participant deferral / active EE | $5,130 | $7,071-27.4% | $9,131-43.8% | $4,296+19.4% |
| Admin fee / account holder | $10,530 | $10,483+0.4% | $13,901-24.2% | $6,918+52.2% |