Filed June 25, 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 | $93,484 | $98,240-4.8% | $82,313+13.6% | $147,584-36.7% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 21.52% | 30.85%-9.3pp | 25.88%-4.4pp | 578.55%-557.0pp |
| Employer contribution / active EE | $6,547 | $3,192+105.1% | $2,428+169.6% | $4,876+34.3% |
| Participant deferral / active EE | $13,675 | $4,383+212.0% | $3,706+269.0% | $5,439+151.4% |
| Admin fee / account holder | $25,164 | $8,563+193.9% | $5,608+348.7% | $10,885+131.2% |