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 | $178,595 | $94,338+89.3% | $100,534+77.6% | $142,382+25.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 16.05% | 29.20%-13.2pp | 32.66%-16.6pp | 217.08%-201.0pp |
| Employer contribution / active EE | $10,392 | $4,237+145.3% | $4,346+139.1% | $4,299+141.7% |
| Participant deferral / active EE | $10,196 | $5,934+71.8% | $6,144+66.0% | $6,507+56.7% |
| Admin fee / account holder | $7,195 | $8,421-14.6% | $7,654-6.0% | $12,624-43.0% |