Filed January 28, 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 | $72,800 | $86,286-15.6% | $111,297-34.6% | $85,850-15.2% |
| Participation rate | 71.9% | 73.3%-1.5pp | 77.3%-5.4pp | 69.3%+2.6pp |
| Annual return | 20.90% | 19.99%+0.9pp | 54.65%-33.7pp | 318.53%-297.6pp |
| Employer contribution / active EE | $1,866 | $2,043-8.7% | $2,731-31.7% | $2,565-27.3% |
| Participant deferral / active EE | $2,654 | $3,641-27.1% | $4,487-40.9% | $3,952-32.8% |
| Admin fee / account holder | $6,235 | $8,188-23.8% | $7,964-21.7% | $6,260-0.4% |