Filed December 2, 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 | $155,059 | $77,813+99.3% | $123,544+25.5% | $64,186+141.6% |
| Participation rate | 71.1% | 74.7%-3.6pp | 82.3%-11.2pp | 69.6%+1.5pp |
| Annual return | -7.49% | 12.48%-20.0pp | 119.20%-126.7pp | 7.63%-15.1pp |
| Employer contribution / active EE | $1,839 | $3,014-39.0% | $4,628-60.3% | $2,381-22.7% |
| Participant deferral / active EE | $6,919 | $5,240+32.0% | $6,426+7.7% | $3,470+99.4% |
| Admin fee / account holder | $2,619 | $5,519-52.5% | $9,284-71.8% | $4,888-46.4% |