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 | $90,445 | $59,805+51.2% | $79,550+13.7% | $68,494+32.0% |
| Participation rate | 78.6% | 61.1%+17.5pp | 69.5%+9.1pp | 67.9%+10.7pp |
| Annual return | -18.23% | -12.30%-5.9pp | 0.16%-18.4pp | -7.84%-10.4pp |
| Employer contribution / active EE | $3,934 | $1,505+161.4% | $2,413+63.0% | $2,596+51.5% |
| Participant deferral / active EE | $5,435 | $3,024+79.7% | $3,985+36.4% | $4,027+35.0% |
| Admin fee / account holder | $18,933 | $4,835+291.6% | $6,832+177.1% | $5,403+250.4% |