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 | $33,877 | $77,813-56.5% | $123,544-72.6% | $64,186-47.2% |
| Participation rate | 75.3% | 74.7%+0.6pp | 82.3%-7.0pp | 69.6%+5.7pp |
| Annual return | -5.29% | 12.48%-17.8pp | 119.20%-124.5pp | 7.63%-12.9pp |
| Employer contribution / active EE | $2,450 | $3,014-18.7% | $4,628-47.1% | $2,381+2.9% |
| Participant deferral / active EE | $5,231 | $5,240-0.2% | $6,426-18.6% | $3,470+50.8% |
| Admin fee / account holder | $874 | $5,519-84.2% | $9,284-90.6% | $4,888-82.1% |