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 | $80,663 | $185,822-56.6% | $169,993-52.5% | $139,434-42.1% |
| Participation rate | 84.2% | 87.8%-3.5pp | 87.0%-2.8pp | 80.3%+3.9pp |
| Annual return | 12.83% | 60.50%-47.7pp | 53.37%-40.5pp | 372.94%-360.1pp |
| Employer contribution / active EE | $2,321 | $7,590-69.4% | $6,785-65.8% | $4,751-51.1% |
| Participant deferral / active EE | $4,663 | $11,622-59.9% | $10,408-55.2% | $6,710-30.5% |
| Admin fee / account holder | $1,068 | $15,381-93.1% | $12,815-91.7% | $11,403-90.6% |