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 | $179,564 | $185,822-3.4% | $169,993+5.6% | $139,434+28.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 10.99% | 60.50%-49.5pp | 53.37%-42.4pp | 372.94%-362.0pp |
| Employer contribution / active EE | $6,062 | $7,590-20.1% | $6,785-10.7% | $4,751+27.6% |
| Participant deferral / active EE | $5,929 | $11,622-49.0% | $10,408-43.0% | $6,710-11.6% |
| Admin fee / account holder | $861 | $15,381-94.4% | $12,815-93.3% | $11,403-92.5% |