Filed December 30, 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 | $155,117 | $99,341+56.1% | $84,750+83.0% | $273,961-43.4% |
| Participation rate | 93.3% | 80.7%+12.6pp | 76.6%+16.7pp | 83.0%+10.3pp |
| Annual return | 10.87% | 22.93%-12.1pp | 22.78%-11.9pp | 41.45%-30.6pp |
| Employer contribution / active EE | $6,469 | $4,214+53.5% | $3,574+81.0% | $4,869+32.9% |
| Participant deferral / active EE | $7,753 | $4,269+81.6% | $3,712+108.9% | $5,287+46.6% |
| Admin fee / account holder | $772 | $6,644-88.4% | $5,332-85.5% | $10,132-92.4% |