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 | $40,773 | $48,230-15.5% | $67,502-39.6% | $80,856-49.6% |
| Participation rate | 85.7% | 66.4%+19.3pp | 72.9%+12.8pp | 67.6%+18.1pp |
| Annual return | 15.48% | 18.28%-2.8pp | 3512.12%-3496.6pp | 35.59%-20.1pp |
| Employer contribution / active EE | $3,500 | $2,020+73.3% | $2,731+28.2% | $2,755+27.1% |
| Participant deferral / active EE | $4,525 | $2,924+54.8% | $4,000+13.1% | $4,296+5.3% |
| Admin fee / account holder | $2,775 | $3,681-24.6% | $3,998-30.6% | $6,918-59.9% |