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 | $66,700 | $73,867-9.7% | $143,757-53.6% | $68,494-2.6% |
| Participation rate | 93.2% | 66.7%+26.6pp | 80.3%+12.9pp | 67.9%+25.3pp |
| Annual return | -18.64% | 1.01%-19.6pp | -0.04%-18.6pp | -7.84%-10.8pp |
| Employer contribution / active EE | $3,014 | $3,184-5.3% | $4,951-39.1% | $2,596+16.1% |
| Participant deferral / active EE | $9,809 | $3,384+189.8% | $5,637+74.0% | $4,027+143.6% |
| Admin fee / account holder | $1,043 | $5,755-81.9% | $14,673-92.9% | $5,403-80.7% |