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 | $72,213 | $87,841-17.8% | $133,980-46.1% | $62,891+14.8% |
| Participation rate | 79.8% | 83.4%-3.6pp | 87.1%-7.3pp | 69.3%+10.5pp |
| Annual return | 11.21% | 12.05%-0.8pp | 29.30%-18.1pp | 20.14%-8.9pp |
| Employer contribution / active EE | $2,528 | $3,483-27.4% | $5,211-51.5% | $2,281+10.9% |
| Participant deferral / active EE | $3,742 | $4,812-22.2% | $6,282-40.4% | $3,203+16.8% |
| Admin fee / account holder | $4,794 | $5,371-10.7% | $9,324-48.6% | $4,296+11.6% |