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 | $100,951 | $102,553-1.6% | $151,611-33.4% | $66,914+50.9% |
| Participation rate | 97.3% | 85.5%+11.8pp | 87.5%+9.8pp | 69.8%+27.5pp |
| Annual return | -16.62% | -10.82%-5.8pp | 3.33%-20.0pp | 1.58%-18.2pp |
| Employer contribution / active EE | $5,821 | $4,180+39.3% | $6,166-5.6% | $2,544+128.8% |
| Participant deferral / active EE | $6,314 | $6,641-4.9% | $8,363-24.5% | $4,237+49.0% |
| Admin fee / account holder | $1,284 | $630+103.9% | $11,616-88.9% | $593+116.5% |