Filed June 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 9-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 | $25,002 | $75,163-66.7% | $13,803+81.1% | $75,163-66.7% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.0%+25.0pp | 67.2%+32.8pp |
| Annual return | 15.33% | 160.62%-145.3pp | 13.15%+2.2pp | 160.62%-145.3pp |
| Employer contribution / active EE | $2,563 | $2,670-4.0% | $1,529+67.7% | $2,670-4.0% |
| Participant deferral / active EE | $0 | $4,125-100.0% | $4,258-100.0% | $4,125-100.0% |
| Admin fee / account holder | $763 | $5,651-86.5% | $2,099-63.7% | $5,651-86.5% |