Filed June 7, 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 | $91,936 | $90,600+1.5% | $79,464+15.7% | $135,375-32.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 16.25% | 977.43%-961.2pp | 718.14%-701.9pp | 519.73%-503.5pp |
| Employer contribution / active EE | $2,003 | $3,068-34.7% | $2,800-28.5% | $4,779-58.1% |
| Participant deferral / active EE | $8,520 | $4,050+110.4% | $3,704+130.0% | $5,609+51.9% |
| Admin fee / account holder | $17,721 | $5,907+200.0% | $5,113+246.6% | $10,827+63.7% |