Filed May 14, 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 | $88,873 | $65,685+35.3% | $57,179+55.4% | $273,961-67.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 6.67% | 21.99%-15.3pp | 14.59%-7.9pp | 41.45%-34.8pp |
| Employer contribution / active EE | $4,725 | $3,279+44.1% | $2,682+76.2% | $4,869-2.9% |
| Participant deferral / active EE | $5,295 | $3,782+40.0% | $3,096+71.0% | $5,287+0.1% |
| Admin fee / account holder | $3,023 | $4,835-37.5% | $3,139-3.7% | $10,132-70.2% |