Filed December 30, 2014
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 | $35,908 | $45,073-20.3% | $69,455-48.3% | $72,985-50.8% |
| Participation rate | 98.2% | 68.5%+29.7pp | 74.6%+23.6pp | 69.5%+28.7pp |
| Annual return | 19.31% | 22.65%-3.3pp | 28.97%-9.7pp | 81.00%-61.7pp |
| Employer contribution / active EE | $2,246 | $2,054+9.4% | $2,779-19.2% | $2,440-7.9% |
| Participant deferral / active EE | $3,157 | $2,602+21.4% | $3,535-10.7% | $3,607-12.5% |
| Admin fee / account holder | $1,032 | $3,056-66.2% | $3,839-73.1% | $5,124-79.9% |