Filed January 9, 2015
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 | $44,406 | $57,065-22.2% | $75,670-41.3% | $70,131-36.7% |
| Participation rate | 84.9% | 68.1%+16.9pp | 72.3%+12.6pp | 69.5%+15.4pp |
| Annual return | 21.47% | 23.57%-2.1pp | 27.34%-5.9pp | 73.14%-51.7pp |
| Employer contribution / active EE | $1,158 | $1,817-36.3% | $2,352-50.8% | $2,342-50.6% |
| Participant deferral / active EE | $3,350 | $2,580+29.9% | $3,142+6.6% | $3,332+0.5% |
| Admin fee / account holder | $2,632 | $3,825-31.2% | $5,800-54.6% | $4,645-43.3% |