Filed January 1, 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 | $217,849 | $89,355+143.8% | $141,162+54.3% | $72,985+198.5% |
| Participation rate | 91.9% | 75.1%+16.8pp | 82.5%+9.5pp | 69.5%+22.4pp |
| Annual return | 23.42% | 111.85%-88.4pp | 71.39%-48.0pp | 81.00%-57.6pp |
| Employer contribution / active EE | $4,468 | $3,114+43.5% | $4,735-5.6% | $2,440+83.1% |
| Participant deferral / active EE | $5,922 | $5,418+9.3% | $6,709-11.7% | $3,607+64.2% |
| Admin fee / account holder | $3,530 | $5,958-40.8% | $10,261-65.6% | $5,124-31.1% |