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 | $59,351 | $70,756-16.1% | $65,493-9.4% | $142,382-58.3% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 11.24% | 1754.89%-1743.7pp | 982.45%-971.2pp | 217.08%-205.8pp |
| Employer contribution / active EE | $4,154 | $2,881+44.2% | $2,574+61.4% | $4,299-3.4% |
| Participant deferral / active EE | $8,636 | $4,637+86.2% | $3,961+118.0% | $6,507+32.7% |
| Admin fee / account holder | $39,905 | $6,559+508.4% | $5,028+693.6% | $12,624+216.1% |