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 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 | $70,494 | $48,230+46.2% | $67,502+4.4% | $80,856-12.8% |
| Participation rate | 93.1% | 66.4%+26.7pp | 72.9%+20.2pp | 67.6%+25.5pp |
| Annual return | 18.99% | 18.28%+0.7pp | 3512.12%-3493.1pp | 35.59%-16.6pp |
| Employer contribution / active EE | $3,126 | $2,020+54.8% | $2,731+14.5% | $2,755+13.5% |
| Participant deferral / active EE | $7,631 | $2,924+161.0% | $4,000+90.8% | $4,296+77.6% |
| Admin fee / account holder | $10,063 | $3,681+173.4% | $3,998+151.7% | $6,918+45.5% |