Filed December 1, 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 | $179,723 | $98,750+82.0% | $149,696+20.1% | $79,858+125.1% |
| Participation rate | 97.7% | 75.8%+21.9pp | 82.5%+15.2pp | 69.6%+28.0pp |
| Annual return | 14.77% | 27.43%-12.7pp | 276.60%-261.8pp | 31.71%-16.9pp |
| Employer contribution / active EE | $2,993 | $3,216-7.0% | $4,644-35.6% | $2,471+21.1% |
| Participant deferral / active EE | $12,375 | $5,680+117.9% | $6,842+80.9% | $3,740+230.9% |
| Admin fee / account holder | $9,585 | $6,053+58.4% | $9,309+3.0% | $5,306+80.6% |