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 | $173,424 | $89,698+93.3% | $103,476+67.6% | $80,856+114.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 80.5%+19.5pp | 67.6%+32.4pp |
| Annual return | 13.71% | 22.78%-9.1pp | 23.90%-10.2pp | 35.59%-21.9pp |
| Employer contribution / active EE | $8,738 | $4,018+117.5% | $4,672+87.0% | $2,755+217.2% |
| Participant deferral / active EE | $8,897 | $5,456+63.1% | $6,623+34.3% | $4,296+107.1% |
| Admin fee / account holder | $48,551 | $6,768+617.4% | $9,413+415.8% | $6,918+601.8% |