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 | $37,944 | $85,766-55.8% | $136,294-72.2% | $70,131-45.9% |
| Participation rate | 74.6% | 74.2%+0.4pp | 81.9%-7.3pp | 69.5%+5.0pp |
| Annual return | 22.47% | 31.45%-9.0pp | 5155.94%-5133.5pp | 73.14%-50.7pp |
| Employer contribution / active EE | $2,765 | $2,966-6.8% | $4,695-41.1% | $2,342+18.0% |
| Participant deferral / active EE | $5,902 | $5,051+16.8% | $6,247-5.5% | $3,332+77.1% |
| Admin fee / account holder | $3,494 | $5,420-35.5% | $9,243-62.2% | $4,645-24.8% |