Filed February 13, 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 | $234,488 | $102,604+128.5% | $86,188+172.1% | $139,434+68.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 13.50% | 1922.51%-1909.0pp | 1168.45%-1155.0pp | 372.94%-359.4pp |
| Employer contribution / active EE | $11,648 | $3,032+284.1% | $2,380+389.4% | $4,751+145.2% |
| Participant deferral / active EE | $7,946 | $4,676+69.9% | $3,985+99.4% | $6,710+18.4% |
| Admin fee / account holder | $285,296 | $8,657+3195.7% | $6,852+4063.9% | $11,403+2402.0% |