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 | $85,799 | $95,803-10.4% | $113,168-24.2% | $84,808+1.2% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 14.73% | 25.00%-10.3pp | 24.27%-9.5pp | 40.90%-26.2pp |
| Employer contribution / active EE | $2,777 | $2,360+17.7% | $2,975-6.7% | $2,631+5.6% |
| Participant deferral / active EE | $4,938 | $4,242+16.4% | $5,107-3.3% | $4,212+17.2% |
| Admin fee / account holder | $3,890 | $8,989-56.7% | $12,068-67.8% | $7,344-47.0% |