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 | $92,606 | $138,347-33.1% | $184,203-49.7% | $80,856+14.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 16.42% | 20.02%-3.6pp | 28.81%-12.4pp | 35.59%-19.2pp |
| Employer contribution / active EE | $2,437 | $4,850-49.8% | $6,427-62.1% | $2,755-11.6% |
| Participant deferral / active EE | $5,941 | $7,071-16.0% | $9,131-34.9% | $4,296+38.3% |
| Admin fee / account holder | $6,499 | $10,483-38.0% | $13,901-53.2% | $6,918-6.1% |