Filed January 15, 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 | $37,433 | $82,664-54.7% | $125,339-70.1% | $68,494-45.3% |
| Participation rate | 97.1% | 75.0%+22.0pp | 82.4%+14.7pp | 67.9%+29.2pp |
| Annual return | 9.87% | -5.97%+15.8pp | 572.05%-562.2pp | -7.84%+17.7pp |
| Employer contribution / active EE | $3,171 | $3,381-6.2% | $4,814-34.1% | $2,596+22.1% |
| Participant deferral / active EE | $9,228 | $6,110+51.0% | $7,446+23.9% | $4,027+129.2% |
| Admin fee / account holder | $1,957 | $6,275-68.8% | $10,010-80.4% | $5,403-63.8% |