Filed February 10, 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 | $90,939 | $87,841+3.5% | $133,980-32.1% | $62,891+44.6% |
| Participation rate | 97.3% | 83.4%+13.9pp | 87.1%+10.2pp | 69.3%+28.0pp |
| Annual return | 10.14% | 12.05%-1.9pp | 29.30%-19.2pp | 20.14%-10.0pp |
| Employer contribution / active EE | $4,466 | $3,483+28.2% | $5,211-14.3% | $2,281+95.8% |
| Participant deferral / active EE | $3,767 | $4,812-21.7% | $6,282-40.0% | $3,203+17.6% |
| Admin fee / account holder | $20,003 | $5,371+272.4% | $9,324+114.5% | $4,296+365.7% |