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 | $138,654 | $61,280+126.3% | $69,780+98.7% | $84,808+63.5% |
| Participation rate | 93.8% | 73.6%+20.1pp | 79.3%+14.4pp | 68.3%+25.4pp |
| Annual return | 20.81% | 12.93%+7.9pp | 26.31%-5.5pp | 40.90%-20.1pp |
| Employer contribution / active EE | $8,515 | $3,577+138.0% | $4,168+104.3% | $2,631+223.6% |
| Participant deferral / active EE | $13,199 | $3,756+251.4% | $6,164+114.1% | $4,212+213.4% |
| Admin fee / account holder | $2,705 | $6,026-55.1% | $7,285-62.9% | $7,344-63.2% |