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 | $65,342 | $78,422-16.7% | $95,952-31.9% | $79,858-18.2% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 11.31% | 19.37%-8.1pp | 91.61%-80.3pp | 31.71%-20.4pp |
| Employer contribution / active EE | $2,222 | $1,945+14.2% | $2,541-12.6% | $2,471-10.1% |
| Participant deferral / active EE | $5,207 | $3,440+51.4% | $4,167+25.0% | $3,740+39.2% |
| Admin fee / account holder | $5,059 | $5,622-10.0% | $6,795-25.6% | $5,306-4.7% |