Filed June 12, 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 3-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 | $87,259 | $86,929+0.4% | $102,423-14.8% | $80,856+7.9% |
| Participation rate | 98.4% | 72.4%+26.0pp | 76.5%+21.9pp | 67.6%+30.7pp |
| Annual return | 14.45% | 18.88%-4.4pp | 29.32%-14.9pp | 35.59%-21.1pp |
| Employer contribution / active EE | $2,238 | $2,369-5.5% | $3,023-26.0% | $2,755-18.7% |
| Participant deferral / active EE | $7,879 | $4,118+91.3% | $5,053+55.9% | $4,296+83.4% |
| Admin fee / account holder | $6,120 | $8,049-24.0% | $9,451-35.2% | $6,918-11.5% |