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 | $98,570 | $95,561+3.1% | $77,163+27.7% | $139,434-29.3% |
| Participation rate | 100.0% | 73.9%+26.1pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 15.05% | 54.92%-39.9pp | 37.87%-22.8pp | 372.94%-357.9pp |
| Employer contribution / active EE | $3,127 | $3,147-0.7% | $2,535+23.3% | $4,751-34.2% |
| Participant deferral / active EE | $3,674 | $4,624-20.5% | $3,833-4.2% | $6,710-45.2% |
| Admin fee / account holder | $1,924 | $8,295-76.8% | $5,472-64.8% | $11,403-83.1% |