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 | $197,238 | $71,883+174.4% | $86,677+127.6% | $68,494+188.0% |
| Participation rate | 98.5% | 72.2%+26.2pp | 76.6%+21.9pp | 67.9%+30.6pp |
| Annual return | 4.97% | 3.52%+1.4pp | 35.91%-30.9pp | -7.84%+12.8pp |
| Employer contribution / active EE | $14,621 | $2,173+572.9% | $2,836+415.5% | $2,596+463.1% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,027-100.0% |
| Admin fee / account holder | $1,816 | $6,112-70.3% | $7,493-75.8% | $5,403-66.4% |