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 | $152,779 | $167,484-8.8% | $151,611+0.8% | $134,475+13.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.77% | 7.80%-27.6pp | 3.33%-23.1pp | 417.96%-437.7pp |
| Employer contribution / active EE | $5,981 | $6,829-12.4% | $6,166-3.0% | $4,740+26.2% |
| Participant deferral / active EE | $6,776 | $8,986-24.6% | $8,363-19.0% | $6,400+5.9% |
| Admin fee / account holder | $1,144 | $13,783-91.7% | $11,616-90.2% | $11,426-90.0% |