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 | $106,723 | $102,966+3.6% | $90,281+18.2% | $152,861-30.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 32.82% | 95.16%-62.3pp | 78.10%-45.3pp | 345.32%-312.5pp |
| Employer contribution / active EE | $1,792 | $3,139-42.9% | $2,854-37.2% | $4,762-62.4% |
| Participant deferral / active EE | $8,304 | $4,281+93.9% | $3,885+113.7% | $5,850+41.9% |
| Admin fee / account holder | $5,167 | $6,171-16.3% | $5,351-3.4% | $11,596-55.4% |