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 | $119,614 | $80,717+48.2% | $154,803-22.7% | $84,808+41.0% |
| Participation rate | 97.3% | 66.8%+30.4pp | 78.1%+19.2pp | 68.3%+28.9pp |
| Annual return | 20.61% | 37.96%-17.3pp | 58.88%-38.3pp | 40.90%-20.3pp |
| Employer contribution / active EE | $3,600 | $2,761+30.4% | $4,305-16.4% | $2,631+36.8% |
| Participant deferral / active EE | $12,444 | $3,303+276.7% | $5,540+124.6% | $4,212+195.5% |
| Admin fee / account holder | $8,243 | $6,746+22.2% | $14,329-42.5% | $7,344+12.2% |