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 | $207,316 | $111,724+85.6% | $93,606+121.5% | $145,922+42.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 18.14% | 202.98%-184.8pp | 133.20%-115.1pp | 561.29%-543.1pp |
| Employer contribution / active EE | $7,743 | $3,090+150.6% | $2,420+220.0% | $4,660+66.2% |
| Participant deferral / active EE | $5,547 | $4,912+12.9% | $4,411+25.8% | $6,688-17.0% |
| Admin fee / account holder | $16,623 | $10,250+62.2% | $8,285+100.6% | $13,397+24.1% |