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 | $34,900 | $47,848-27.1% | $81,478-57.2% | $70,131-50.2% |
| Participation rate | 78.6% | 58.3%+20.3pp | 68.0%+10.6pp | 69.5%+9.0pp |
| Annual return | 29.63% | 27.25%+2.4pp | 38.78%-9.1pp | 73.14%-43.5pp |
| Employer contribution / active EE | $2,662 | $1,527+74.3% | $2,568+3.7% | $2,342+13.6% |
| Participant deferral / active EE | $5,554 | $2,453+126.4% | $3,537+57.0% | $3,332+66.7% |
| Admin fee / account holder | $44,796 | $3,145+1324.4% | $4,561+882.2% | $4,645+864.3% |