Filed July 11, 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 | $45,405 | $84,233-46.1% | $170,442-73.4% | $70,131-35.3% |
| Participation rate | 97.4% | 70.8%+26.5pp | 83.6%+13.8pp | 69.5%+27.8pp |
| Annual return | 18.18% | 23.06%-4.9pp | 205.93%-187.8pp | 73.14%-55.0pp |
| Employer contribution / active EE | $3,605 | $3,387+6.4% | $5,433-33.6% | $2,342+53.9% |
| Participant deferral / active EE | $6,518 | $3,086+111.2% | $4,939+32.0% | $3,332+95.6% |
| Admin fee / account holder | $456 | $5,698-92.0% | $13,880-96.7% | $4,645-90.2% |