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 | $108,011 | $102,828+5.0% | $105,387+2.5% | $152,861-29.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 23.34% | 20.85%+2.5pp | 26.82%-3.5pp | 345.32%-322.0pp |
| Employer contribution / active EE | $8,871 | $4,473+98.3% | $4,213+110.6% | $4,762+86.3% |
| Participant deferral / active EE | $7,890 | $5,465+44.4% | $5,502+43.4% | $5,850+34.9% |
| Admin fee / account holder | $4,712 | $8,683-45.7% | $6,559-28.2% | $11,596-59.4% |