Filed December 17, 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 | $46,898 | $62,586-25.1% | $76,768-38.9% | $64,186-26.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -1.62% | -1.95%+0.3pp | 2.43%-4.1pp | 7.63%-9.3pp |
| Employer contribution / active EE | $2,056 | $1,832+12.2% | $2,485-17.3% | $2,381-13.6% |
| Participant deferral / active EE | $3,996 | $3,145+27.1% | $3,852+3.8% | $3,470+15.2% |
| Admin fee / account holder | $3,528 | $4,667-24.4% | $6,675-47.1% | $4,888-27.8% |