Filed January 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 | $240,618 | $153,772+56.5% | $133,980+79.6% | $273,961-12.2% |
| Participation rate | 87.5% | 88.4%-0.9pp | 87.1%+0.4pp | 83.0%+4.5pp |
| Annual return | 7.24% | 36.51%-29.3pp | 29.30%-22.1pp | 41.45%-34.2pp |
| Employer contribution / active EE | $4,033 | $6,029-33.1% | $5,211-22.6% | $4,869-17.2% |
| Participant deferral / active EE | $12,175 | $6,958+75.0% | $6,282+93.8% | $5,287+130.3% |
| Admin fee / account holder | $25,264 | $11,765+114.7% | $9,324+171.0% | $10,132+149.4% |