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 | $72,528 | $129,942-44.2% | $104,294-30.5% | $134,475-46.1% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -13.78% | 42.03%-55.8pp | 24.61%-38.4pp | 417.96%-431.7pp |
| Employer contribution / active EE | $7,565 | $4,184+80.8% | $3,372+124.4% | $4,740+59.6% |
| Participant deferral / active EE | $17,631 | $5,588+215.5% | $4,625+281.2% | $6,400+175.5% |
| Admin fee / account holder | $234,879 | $9,323+2419.3% | $7,339+3100.2% | $11,426+1955.7% |