Filed July 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 | $55,858 | $54,350+2.8% | $82,719-32.5% | $68,494-18.4% |
| Participation rate | 86.4% | 63.9%+22.4pp | 72.6%+13.8pp | 67.9%+18.5pp |
| Annual return | -10.84% | -13.67%+2.8pp | 701.18%-712.0pp | -7.84%-3.0pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,009-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $7,064 | $3,246+117.6% | $4,395+60.7% | $4,027+75.4% |
| Admin fee / account holder | $18,068 | $4,395+311.1% | $5,329+239.1% | $5,403+234.4% |