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 | $62,990 | $46,553+35.3% | $64,056-1.7% | $75,163-16.2% |
| Participation rate | 95.8% | 65.9%+29.9pp | 72.3%+23.5pp | 67.2%+28.6pp |
| Annual return | 15.13% | 26.03%-10.9pp | 33.69%-18.6pp | 160.62%-145.5pp |
| Employer contribution / active EE | $3,131 | $1,974+58.6% | $2,747+14.0% | $2,670+17.3% |
| Participant deferral / active EE | $4,213 | $2,837+48.5% | $3,880+8.6% | $4,125+2.1% |
| Admin fee / account holder | $1,400 | $2,952-52.6% | $3,068-54.4% | $5,651-75.2% |