Filed April 18, 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 | $43,997 | $48,076-8.5% | $78,689-44.1% | $62,891-30.0% |
| Participation rate | 79.1% | 65.2%+13.9pp | 73.6%+5.5pp | 69.3%+9.8pp |
| Annual return | 11.31% | 31.35%-20.0pp | 62.18%-50.9pp | 20.14%-8.8pp |
| Employer contribution / active EE | $5,050 | $2,015+150.6% | $2,851+77.1% | $2,281+121.4% |
| Participant deferral / active EE | $3,630 | $2,588+40.3% | $3,517+3.2% | $3,203+13.3% |
| Admin fee / account holder | $2,606 | $3,207-18.7% | $4,510-42.2% | $4,296-39.3% |