Filed April 29, 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 6-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 | $43,450 | $99,921-56.5% | $85,009-48.9% | $145,959-70.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 14.53% | 83.89%-69.4pp | 66.47%-51.9pp | 561.95%-547.4pp |
| Employer contribution / active EE | $3,439 | $3,233+6.4% | $2,728+26.0% | $4,661-26.2% |
| Participant deferral / active EE | $13,407 | $5,293+153.3% | $4,522+196.5% | $6,689+100.4% |
| Admin fee / account holder | $456 | $7,252-93.7% | $6,153-92.6% | $13,398-96.6% |