Filed February 12, 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 | $33,174 | $46,553-28.7% | $64,056-48.2% | $75,163-55.9% |
| Participation rate | 85.2% | 65.9%+19.2pp | 72.3%+12.9pp | 67.2%+18.0pp |
| Annual return | 34.15% | 26.03%+8.1pp | 33.69%+0.5pp | 160.62%-126.5pp |
| Employer contribution / active EE | $2,885 | $1,974+46.2% | $2,747+5.0% | $2,670+8.1% |
| Participant deferral / active EE | $5,224 | $2,837+84.2% | $3,880+34.6% | $4,125+26.6% |
| Admin fee / account holder | $6,389 | $2,952+116.4% | $3,068+108.2% | $5,651+13.1% |