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 | $101,780 | $84,696+20.2% | $75,696+34.5% | $167,490-39.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 10.54% | 199.36%-188.8pp | 104.53%-94.0pp | 478.56%-468.0pp |
| Employer contribution / active EE | $4,133 | $3,230+28.0% | $2,743+50.7% | $4,837-14.6% |
| Participant deferral / active EE | $4,525 | $4,580-1.2% | $3,821+18.4% | $6,341-28.6% |
| Admin fee / account holder | $8,513 | $5,355+59.0% | $3,619+135.2% | $12,309-30.8% |