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 5-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 | $27,023 | $84,808-68.1% | $15,602+73.2% | $84,808-68.1% |
| Participation rate | 100.0% | 68.3%+31.7pp | 57.7%+42.3pp | 68.3%+31.7pp |
| Annual return | 13.19% | 40.90%-27.7pp | 57.52%-44.3pp | 40.90%-27.7pp |
| Employer contribution / active EE | $2,643 | $2,631+0.5% | $1,558+69.6% | $2,631+0.5% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,113-100.0% | $4,212-100.0% |
| Admin fee / account holder | $2,812 | $7,344-61.7% | $5,368-47.6% | $7,344-61.7% |