Filed January 29, 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 | $29,394 | $76,552-61.6% | $123,892-76.3% | $62,891-53.3% |
| Participation rate | 83.7% | 73.0%+10.7pp | 81.4%+2.3pp | 69.3%+14.4pp |
| Annual return | 13.69% | 18.68%-5.0pp | 47.52%-33.8pp | 20.14%-6.5pp |
| Employer contribution / active EE | $3,235 | $2,883+12.2% | $4,617-29.9% | $2,281+41.9% |
| Participant deferral / active EE | $6,386 | $4,840+32.0% | $5,984+6.7% | $3,203+99.4% |
| Admin fee / account holder | $2,422 | $4,826-49.8% | $8,357-71.0% | $4,296-43.6% |