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 | $103,893 | $73,515+41.3% | $62,995+64.9% | $147,584-29.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 13.75% | 175.43%-161.7pp | 87.57%-73.8pp | 578.55%-564.8pp |
| Employer contribution / active EE | $7,451 | $3,320+124.4% | $2,759+170.1% | $4,876+52.8% |
| Participant deferral / active EE | $7,921 | $4,185+89.3% | $3,329+137.9% | $5,439+45.6% |
| Admin fee / account holder | $3,056 | $5,953-48.7% | $3,600-15.1% | $10,885-71.9% |