Filed November 25, 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 8-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 | $121,115 | $46,553+160.2% | $64,056+89.1% | $75,163+61.1% |
| Participation rate | 96.7% | 65.9%+30.8pp | 72.3%+24.4pp | 67.2%+29.5pp |
| Annual return | 12.24% | 26.03%-13.8pp | 33.69%-21.4pp | 160.62%-148.4pp |
| Employer contribution / active EE | $12,209 | $1,974+518.5% | $2,747+344.5% | $2,670+357.3% |
| Participant deferral / active EE | $0 | $2,837-100.0% | $3,880-100.0% | $4,125-100.0% |
| Admin fee / account holder | $35,323 | $2,952+1096.6% | $3,068+1051.3% | $5,651+525.1% |