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 | $74,324 | $60,124+23.6% | $90,404-17.8% | $79,858-6.9% |
| Participation rate | 93.9% | 65.0%+29.0pp | 72.7%+21.3pp | 69.6%+24.3pp |
| Annual return | 16.45% | 71.94%-55.5pp | 1293.02%-1276.6pp | 31.71%-15.3pp |
| Employer contribution / active EE | $5,277 | $2,068+155.2% | $3,262+61.8% | $2,471+113.6% |
| Participant deferral / active EE | $4,399 | $2,938+49.7% | $3,963+11.0% | $3,740+17.6% |
| Admin fee / account holder | $11,975 | $3,976+201.2% | $5,611+113.4% | $5,306+125.7% |