Filed January 9, 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 | $43,267 | $43,075+0.4% | $74,583-42.0% | $62,891-31.2% |
| Participation rate | 82.8% | 58.1%+24.7pp | 68.1%+14.6pp | 69.3%+13.5pp |
| Annual return | 8.80% | 17.50%-8.7pp | 20.47%-11.7pp | 20.14%-11.3pp |
| Employer contribution / active EE | $1,966 | $1,498+31.3% | $2,525-22.2% | $2,281-13.8% |
| Participant deferral / active EE | $4,814 | $2,389+101.5% | $3,458+39.2% | $3,203+50.3% |
| Admin fee / account holder | $1,380 | $2,840-51.4% | $4,138-66.6% | $4,296-67.9% |