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 | $59,181 | $71,883-17.7% | $86,677-31.7% | $68,494-13.6% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -14.09% | 3.52%-17.6pp | 35.91%-50.0pp | -7.84%-6.2pp |
| Employer contribution / active EE | $2,436 | $2,173+12.1% | $2,836-14.1% | $2,596-6.2% |
| Participant deferral / active EE | $5,359 | $3,779+41.8% | $4,656+15.1% | $4,027+33.1% |
| Admin fee / account holder | $6,703 | $6,112+9.7% | $7,493-10.6% | $5,403+24.1% |