Filed July 30, 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 | $65,319 | $50,958+28.2% | $74,550-12.4% | $64,186+1.8% |
| Participation rate | 83.0% | 61.1%+21.9pp | 69.1%+13.8pp | 69.6%+13.4pp |
| Annual return | -6.11% | -1.86%-4.3pp | 32.53%-38.6pp | 7.63%-13.7pp |
| Employer contribution / active EE | $3,789 | $1,115+239.7% | $1,961+93.2% | $2,381+59.1% |
| Participant deferral / active EE | $5,687 | $2,301+147.1% | $3,108+83.0% | $3,470+63.9% |
| Admin fee / account holder | $3,240 | $4,223-23.3% | $5,060-36.0% | $4,888-33.7% |