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 | $77,039 | $69,207+11.3% | $64,056+20.3% | $139,434-44.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 13.10% | 45.88%-32.8pp | 33.69%-20.6pp | 372.94%-359.8pp |
| Employer contribution / active EE | $4,934 | $3,182+55.0% | $2,747+79.6% | $4,751+3.9% |
| Participant deferral / active EE | $8,614 | $4,682+84.0% | $3,880+122.0% | $6,710+28.4% |
| Admin fee / account holder | $15,931 | $4,244+275.4% | $3,068+419.2% | $11,403+39.7% |