Filed July 30, 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 | $74,306 | $81,900-9.3% | $119,609-37.9% | $68,494+8.5% |
| Participation rate | 87.2% | 71.9%+15.3pp | 79.3%+7.9pp | 67.9%+19.3pp |
| Annual return | -13.28% | -23.82%+10.5pp | -14.97%+1.7pp | -7.84%-5.4pp |
| Employer contribution / active EE | $705 | $2,693-73.8% | $4,232-83.3% | $2,596-72.8% |
| Participant deferral / active EE | $2,921 | $4,148-29.6% | $5,602-47.9% | $4,027-27.5% |
| Admin fee / account holder | $6,899 | $6,582+4.8% | $10,323-33.2% | $5,403+27.7% |