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 | $200,349 | $89,355+124.2% | $141,162+41.9% | $72,985+174.5% |
| Participation rate | 75.6% | 75.1%+0.4pp | 82.5%-6.9pp | 69.5%+6.1pp |
| Annual return | 22.61% | 111.85%-89.2pp | 71.39%-48.8pp | 81.00%-58.4pp |
| Employer contribution / active EE | $2,057 | $3,114-33.9% | $4,735-56.6% | $2,440-15.7% |
| Participant deferral / active EE | $8,156 | $5,418+50.5% | $6,709+21.6% | $3,607+126.1% |
| Admin fee / account holder | $1,794 | $5,958-69.9% | $10,261-82.5% | $5,124-65.0% |