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 | $44,453 | $54,726-18.8% | $68,793-35.4% | $64,186-30.7% |
| Participation rate | 85.7% | 68.0%+17.7pp | 72.2%+13.5pp | 69.6%+16.1pp |
| Annual return | 2.42% | -1.62%+4.0pp | -4.63%+7.0pp | 7.63%-5.2pp |
| Employer contribution / active EE | $1,469 | $1,846-20.4% | $2,625-44.1% | $2,381-38.3% |
| Participant deferral / active EE | $4,163 | $2,626+58.5% | $3,311+25.7% | $3,470+20.0% |
| Admin fee / account holder | $2,405 | $4,027-40.3% | $5,131-53.1% | $4,888-50.8% |