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 | $108,475 | $99,918+8.6% | $81,382+33.3% | $145,922-25.7% |
| Participation rate | 84.6% | 74.2%+10.4pp | 69.5%+15.1pp | 80.3%+4.3pp |
| Annual return | 11.26% | 34.32%-23.1pp | 24.73%-13.5pp | 561.29%-550.0pp |
| Employer contribution / active EE | $2,675 | $2,978-10.2% | $2,463+8.6% | $4,660-42.6% |
| Participant deferral / active EE | $3,029 | $4,605-34.2% | $3,883-22.0% | $6,688-54.7% |
| Admin fee / account holder | $6,170 | $8,212-24.9% | $5,768+7.0% | $13,397-53.9% |