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 | $146,267+18.4% | $197,124-12.1% | $82,448+110.1% |
| Participation rate | 97.4% | 84.0%+13.4pp | 86.7%+10.7pp | 68.1%+29.3pp |
| Annual return | 13.51% | 29.61%-16.1pp | 44.34%-30.8pp | 41.64%-28.1pp |
| Employer contribution / active EE | $4,154 | $4,723-12.1% | $6,227-33.3% | $2,551+62.8% |
| Participant deferral / active EE | $7,892 | $7,035+12.2% | $9,135-13.6% | $4,139+90.7% |
| Admin fee / account holder | $19,607 | $14,422+36.0% | $16,298+20.3% | $7,234+171.0% |