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 | $51,412 | $48,795+5.4% | $65,493-21.5% | $84,808-39.4% |
| Participation rate | 76.9% | 67.0%+9.9pp | 73.1%+3.8pp | 68.3%+8.6pp |
| Annual return | 15.25% | 20.20%-4.9pp | 982.45%-967.2pp | 40.90%-25.6pp |
| Employer contribution / active EE | $3,992 | $1,930+106.9% | $2,574+55.1% | $2,631+51.7% |
| Participant deferral / active EE | $5,009 | $2,928+71.0% | $3,961+26.5% | $4,212+18.9% |
| Admin fee / account holder | $2,260 | $3,877-41.7% | $5,028-55.1% | $7,344-69.2% |