Filed December 19, 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 | $92,569 | $202,432-54.3% | $169,368-45.3% | $139,434-33.6% |
| Participation rate | 87.5% | 81.1%+6.4pp | 77.1%+10.4pp | 80.3%+7.2pp |
| Annual return | 26.81% | 531.74%-504.9pp | 405.60%-378.8pp | 372.94%-346.1pp |
| Employer contribution / active EE | $6,210 | $4,692+32.4% | $4,013+54.8% | $4,751+30.7% |
| Participant deferral / active EE | $4,744 | $6,938-31.6% | $6,221-23.8% | $6,710-29.3% |
| Admin fee / account holder | $14,339 | $10,708+33.9% | $9,003+59.3% | $11,403+25.8% |