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 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 | $28,316 | $42,383-33.2% | $76,523-63.0% | $64,186-55.9% |
| Participation rate | 94.0% | 58.1%+35.9pp | 68.0%+26.0pp | 69.6%+24.5pp |
| Annual return | 2.03% | -16.54%+18.6pp | -0.27%+2.3pp | 7.63%-5.6pp |
| Employer contribution / active EE | $827 | $1,563-47.1% | $2,647-68.8% | $2,381-65.3% |
| Participant deferral / active EE | $3,104 | $2,566+21.0% | $3,835-19.1% | $3,470-10.5% |
| Admin fee / account holder | $326 | $3,198-89.8% | $4,848-93.3% | $4,888-93.3% |