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 | $128,706 | $150,187-14.3% | $120,354+6.9% | $145,922-11.8% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 14.09% | 154.07%-140.0pp | 107.15%-93.1pp | 561.29%-547.2pp |
| Employer contribution / active EE | $5,820 | $4,348+33.9% | $3,463+68.1% | $4,660+24.9% |
| Participant deferral / active EE | $14,183 | $6,173+129.8% | $4,991+184.2% | $6,688+112.1% |
| Admin fee / account holder | $642 | $12,207-94.7% | $9,423-93.2% | $13,397-95.2% |