Filed May 12, 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 5-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 | $25,859 | $77,164-66.5% | $178,014-85.5% | $80,874-68.0% |
| Participation rate | 87.8% | 65.7%+22.0pp | 77.1%+10.7pp | 67.6%+20.1pp |
| Annual return | 15.35% | 18.09%-2.7pp | 294.80%-279.4pp | 35.62%-20.3pp |
| Employer contribution / active EE | $1,010 | $2,288-55.9% | $3,950-74.4% | $2,756-63.4% |
| Participant deferral / active EE | $5,288 | $4,408+20.0% | $6,276-15.7% | $4,297+23.1% |
| Admin fee / account holder | $3,448 | $7,164-51.9% | $10,362-66.7% | $6,935-50.3% |