Filed May 7, 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 | $41,544 | $123,793-66.4% | $177,821-76.6% | $79,858-48.0% |
| Participation rate | 75.6% | 84.7%-9.0pp | 87.7%-12.1pp | 69.6%+6.0pp |
| Annual return | 17.13% | 22.82%-5.7pp | 48.32%-31.2pp | 31.71%-14.6pp |
| Employer contribution / active EE | $1,794 | $4,095-56.2% | $5,918-69.7% | $2,471-27.4% |
| Participant deferral / active EE | $5,264 | $5,956-11.6% | $7,714-31.8% | $3,740+40.8% |
| Admin fee / account holder | $1,593 | $7,243-78.0% | $12,427-87.2% | $5,306-70.0% |