Filed January 16, 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 | $37,662 | $94,529-60.2% | $140,016-73.1% | $64,186-41.3% |
| Participation rate | 82.5% | 84.1%-1.5pp | 87.5%-5.0pp | 69.6%+13.0pp |
| Annual return | 3.81% | 7.77%-4.0pp | 651.12%-647.3pp | 7.63%-3.8pp |
| Employer contribution / active EE | $2,123 | $3,812-44.3% | $5,606-62.1% | $2,381-10.8% |
| Participant deferral / active EE | $4,916 | $5,250-6.4% | $6,927-29.0% | $3,470+41.7% |
| Admin fee / account holder | $3,564 | $6,741-47.1% | $10,705-66.7% | $4,888-27.1% |