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 | $92,631 | $54,541+69.8% | $78,778+17.6% | $70,131+32.1% |
| Participation rate | 86.8% | 60.8%+26.0pp | 69.2%+17.6pp | 69.5%+17.3pp |
| Annual return | 15.65% | 21.07%-5.4pp | 35.62%-20.0pp | 73.14%-57.5pp |
| Employer contribution / active EE | $3,925 | $1,089+260.6% | $1,986+97.7% | $2,342+67.6% |
| Participant deferral / active EE | $3,941 | $2,210+78.3% | $2,958+33.2% | $3,332+18.3% |
| Admin fee / account holder | $9,548 | $3,709+157.5% | $5,134+86.0% | $4,645+105.5% |