Filed April 22, 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 | $43,149 | $90,600-52.4% | $79,464-45.7% | $135,375-68.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 7.48% | 977.43%-969.9pp | 718.14%-710.7pp | 519.73%-512.2pp |
| Employer contribution / active EE | $5,963 | $3,068+94.4% | $2,800+112.9% | $4,779+24.8% |
| Participant deferral / active EE | $2,446 | $4,050-39.6% | $3,704-34.0% | $5,609-56.4% |
| Admin fee / account holder | $45,657 | $5,907+673.0% | $5,113+793.0% | $10,827+321.7% |