Filed November 10, 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 | $237,386 | $144,119+64.7% | $117,854+101.4% | $147,584+60.8% |
| Participation rate | 95.8% | 83.4%+12.4pp | 79.7%+16.2pp | 82.8%+13.0pp |
| Annual return | 15.94% | 531.15%-515.2pp | 335.08%-319.1pp | 578.55%-562.6pp |
| Employer contribution / active EE | $4,694 | $4,896-4.1% | $3,786+24.0% | $4,876-3.7% |
| Participant deferral / active EE | $8,019 | $5,316+50.8% | $4,482+78.9% | $5,439+47.4% |
| Admin fee / account holder | $2,073 | $10,886-81.0% | $8,020-74.2% | $10,885-81.0% |