Filed November 24, 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 | $173,188 | $148,978+16.3% | $200,582-13.7% | $84,808+104.2% |
| Participation rate | 97.4% | 84.2%+13.1pp | 86.9%+10.5pp | 68.3%+29.1pp |
| Annual return | 13.51% | 28.16%-14.6pp | 42.33%-28.8pp | 40.90%-27.4pp |
| Employer contribution / active EE | $4,154 | $4,815-13.7% | $6,419-35.3% | $2,631+57.9% |
| Participant deferral / active EE | $7,892 | $7,142+10.5% | $9,331-15.4% | $4,212+87.4% |
| Admin fee / account holder | $19,607 | $13,977+40.3% | $16,305+20.3% | $7,344+167.0% |