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 | $74,552 | $105,931-29.6% | $81,930-9.0% | $158,922-53.1% |
| Participation rate | 90.9% | 75.6%+15.3pp | 72.0%+18.9pp | 82.0%+9.0pp |
| Annual return | 14.69% | 38.17%-23.5pp | 29.49%-14.8pp | 302.83%-288.1pp |
| Employer contribution / active EE | $2,677 | $7,800-65.7% | $4,310-37.9% | $4,761-43.8% |
| Participant deferral / active EE | $2,449 | $13,003-81.2% | $7,107-65.5% | $5,982-59.1% |
| Admin fee / account holder | $1,944 | $8,489-77.1% | $5,158-62.3% | $11,246-82.7% |