Filed January 16, 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 | $60,344 | $209,832-71.2% | $189,513-68.2% | $167,490-64.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 19.58% | 748.27%-728.7pp | 555.15%-535.6pp | 478.56%-459.0pp |
| Employer contribution / active EE | $2,689 | $6,914-61.1% | $6,162-56.4% | $4,837-44.4% |
| Participant deferral / active EE | $3,717 | $8,935-58.4% | $8,221-54.8% | $6,341-41.4% |
| Admin fee / account holder | $14,187 | $14,293-0.7% | $12,045+17.8% | $12,309+15.3% |