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 | $122,422 | $109,817+11.5% | $98,442+24.4% | $167,490-26.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 12.17% | 1956.69%-1944.5pp | 1492.73%-1480.6pp | 478.56%-466.4pp |
| Employer contribution / active EE | $2,137 | $3,224-33.7% | $2,960-27.8% | $4,837-55.8% |
| Participant deferral / active EE | $3,849 | $4,673-17.6% | $4,276-10.0% | $6,341-39.3% |
| Admin fee / account holder | $816 | $6,753-87.9% | $5,949-86.3% | $12,309-93.4% |