Filed January 7, 2015
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 | $76,474 | $48,364+58.1% | $71,796+6.5% | $62,891+21.6% |
| Participation rate | 87.7% | 60.6%+27.0pp | 69.1%+18.6pp | 69.3%+18.4pp |
| Annual return | 5.93% | 13.16%-7.2pp | 78.04%-72.1pp | 20.14%-14.2pp |
| Employer contribution / active EE | $3,178 | $1,042+205.0% | $1,924+65.1% | $2,281+39.3% |
| Participant deferral / active EE | $3,451 | $2,091+65.0% | $2,794+23.5% | $3,203+7.7% |
| Admin fee / account holder | $5,000 | $3,771+32.6% | $4,815+3.8% | $4,296+16.4% |