Filed June 27, 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 | $133,005 | $183,963-27.7% | $162,163-18.0% | $152,861-13.0% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.6%-4.2pp | 82.4%+0.9pp |
| Annual return | 19.72% | 150.76%-131.0pp | 115.59%-95.9pp | 345.32%-325.6pp |
| Employer contribution / active EE | $3,848 | $6,371-39.6% | $5,614-31.5% | $4,762-19.2% |
| Participant deferral / active EE | $3,848 | $8,034-52.1% | $7,298-47.3% | $5,850-34.2% |
| Admin fee / account holder | $832 | $13,121-93.7% | $10,843-92.3% | $11,596-92.8% |