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 | $60,498 | $167,484-63.9% | $151,611-60.1% | $134,475-55.0% |
| Participation rate | 81.3% | 88.4%-7.1pp | 87.5%-6.2pp | 81.2%0pp |
| Annual return | -11.09% | 7.80%-18.9pp | 3.33%-14.4pp | 417.96%-429.1pp |
| Employer contribution / active EE | $3,586 | $6,829-47.5% | $6,166-41.8% | $4,740-24.3% |
| Participant deferral / active EE | $3,517 | $8,986-60.9% | $8,363-58.0% | $6,400-45.1% |
| Admin fee / account holder | $5,645 | $13,783-59.0% | $11,616-51.4% | $11,426-50.6% |