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 | $81,147 | $59,774+35.8% | - | $134,475-39.7% |
| Participation rate | 100.0% | 67.4%+32.6pp | - | 81.2%+18.8pp |
| Annual return | -10.90% | -10.72%-0.2pp | - | 417.96%-428.9pp |
| Employer contribution / active EE | $4,070 | $2,711+50.1% | - | $4,740-14.1% |
| Participant deferral / active EE | $4,644 | $4,131+12.4% | - | $6,400-27.4% |
| Admin fee / account holder | $3,563 | $4,003-11.0% | - | $11,426-68.8% |