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 | $48,460 | $42,894+13.0% | $60,874-20.4% | $68,494-29.3% |
| Participation rate | 88.0% | 66.8%+21.2pp | 73.1%+14.9pp | 67.9%+20.1pp |
| Annual return | -15.65% | -13.98%-1.7pp | 16.90%-32.6pp | -7.84%-7.8pp |
| Employer contribution / active EE | $2,944 | $1,978+48.8% | $2,701+9.0% | $2,596+13.4% |
| Participant deferral / active EE | $3,953 | $2,867+37.9% | $3,817+3.6% | $4,027-1.8% |
| Admin fee / account holder | $319 | $3,101-89.7% | $3,224-90.1% | $5,403-94.1% |