Filed January 7, 2015
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 | $107,801 | $140,940-23.5% | $112,229-3.9% | $139,434-22.7% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 18.12% | 32.71%-14.6pp | 30.20%-12.1pp | 372.94%-354.8pp |
| Employer contribution / active EE | $5,644 | $4,283+31.8% | $3,430+64.5% | $4,751+18.8% |
| Participant deferral / active EE | $12,418 | $5,874+111.4% | $4,798+158.8% | $6,710+85.1% |
| Admin fee / account holder | $20,365 | $9,954+104.6% | $7,748+162.8% | $11,403+78.6% |