Filed November 18, 2014
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 | $88,320 | $76,407+15.6% | $150,298-41.2% | $82,448+7.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 16.03% | 39.99%-24.0pp | 62.79%-46.8pp | 41.64%-25.6pp |
| Employer contribution / active EE | $4,584 | $2,614+75.4% | $4,154+10.4% | $2,551+79.7% |
| Participant deferral / active EE | $7,575 | $3,214+135.7% | $5,453+38.9% | $4,139+83.0% |
| Admin fee / account holder | $4,507 | $6,352-29.1% | $14,116-68.1% | $7,234-37.7% |