Filed December 2, 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 | $79,403 | $123,793-35.9% | $177,821-55.3% | $79,858-0.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 25.66% | 22.82%+2.8pp | 48.32%-22.7pp | 31.71%-6.1pp |
| Employer contribution / active EE | $2,041 | $4,095-50.2% | $5,918-65.5% | $2,471-17.4% |
| Participant deferral / active EE | $5,018 | $5,956-15.8% | $7,714-35.0% | $3,740+34.2% |
| Admin fee / account holder | $1,873 | $7,243-74.1% | $12,427-84.9% | $5,306-64.7% |