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 | $161,676 | $114,237+41.5% | $119,258+35.6% | $167,490-3.5% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.1%+17.9pp |
| Annual return | 12.01% | 29.87%-17.9pp | 30.69%-18.7pp | 478.56%-466.5pp |
| Employer contribution / active EE | $8,720 | $4,481+94.6% | $4,384+98.9% | $4,837+80.3% |
| Participant deferral / active EE | $7,074 | $6,084+16.3% | $6,111+15.8% | $6,341+11.5% |
| Admin fee / account holder | $2,220 | $8,932-75.1% | $7,226-69.3% | $12,309-82.0% |