Filed February 27, 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 | $72,449 | $69,977+3.5% | $108,579-33.3% | $62,891+15.2% |
| Participation rate | 96.0% | 72.9%+23.1pp | 79.6%+16.4pp | 69.3%+26.7pp |
| Annual return | 5.29% | 10.73%-5.4pp | -51.70%+57.0pp | 20.14%-14.9pp |
| Employer contribution / active EE | $4,411 | $2,135+106.6% | $3,758+17.4% | $2,281+93.4% |
| Participant deferral / active EE | $5,855 | $3,165+85.0% | $4,311+35.8% | $3,203+82.8% |
| Admin fee / account holder | $22,102 | $5,076+335.4% | $7,645+189.1% | $4,296+414.5% |