Filed March 25, 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 | $79,331 | $90,590-12.4% | $90,782-12.6% | $135,375-41.4% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.6%+17.4pp |
| Annual return | -7.25% | -3.40%-3.9pp | -3.42%-3.8pp | 519.73%-527.0pp |
| Employer contribution / active EE | $8,425 | $4,352+93.6% | $4,105+105.2% | $4,779+76.3% |
| Participant deferral / active EE | $8,249 | $5,407+52.6% | $5,366+53.7% | $5,609+47.1% |
| Admin fee / account holder | $709 | $7,683-90.8% | $5,908-88.0% | $10,827-93.5% |