Filed December 30, 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 | $54,259 | $42,894+26.5% | $60,874-10.9% | $68,494-20.8% |
| Participation rate | 93.9% | 66.8%+27.1pp | 73.1%+20.8pp | 67.9%+26.1pp |
| Annual return | -15.89% | -13.98%-1.9pp | 16.90%-32.8pp | -7.84%-8.0pp |
| Employer contribution / active EE | $2,591 | $1,978+31.0% | $2,701-4.1% | $2,596-0.2% |
| Participant deferral / active EE | $7,059 | $2,867+146.2% | $3,817+84.9% | $4,027+75.3% |
| Admin fee / account holder | $1,104 | $3,101-64.4% | $3,224-65.8% | $5,403-79.6% |