Filed November 18, 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 | $126,801 | $201,272-37.0% | $184,203-31.2% | $145,922-13.1% |
| Participation rate | 93.3% | 87.5%+5.8pp | 86.8%+6.5pp | 80.3%+13.1pp |
| Annual return | 18.33% | 29.00%-10.7pp | 28.81%-10.5pp | 561.29%-543.0pp |
| Employer contribution / active EE | $4,678 | $7,022-33.4% | $6,427-27.2% | $4,660+0.4% |
| Participant deferral / active EE | $4,987 | $9,806-49.1% | $9,131-45.4% | $6,688-25.4% |
| Admin fee / account holder | $382 | $16,364-97.7% | $13,901-97.3% | $13,397-97.1% |