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 | $46,935 | $49,227-4.7% | $70,449-33.4% | $79,858-41.2% |
| Participation rate | 96.4% | 69.2%+27.3pp | 75.1%+21.4pp | 69.6%+26.8pp |
| Annual return | 15.21% | 30.06%-14.9pp | 109.03%-93.8pp | 31.71%-16.5pp |
| Employer contribution / active EE | $2,265 | $2,099+7.9% | $2,737-17.2% | $2,471-8.3% |
| Participant deferral / active EE | $3,079 | $2,768+11.2% | $3,709-17.0% | $3,740-17.7% |
| Admin fee / account holder | $408 | $2,878-85.8% | $3,845-89.4% | $5,306-92.3% |