Filed January 2, 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 | $22,997 | $84,695-72.8% | $73,843-68.9% | $125,391-81.7% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -0.46% | 3123.53%-3124.0pp | 2267.84%-2268.3pp | 282.22%-282.7pp |
| Employer contribution / active EE | $3,605 | $3,123+15.4% | $2,787+29.3% | $4,866-25.9% |
| Participant deferral / active EE | $4,432 | $3,992+11.0% | $3,583+23.7% | $5,352-17.2% |
| Admin fee / account holder | $2,156 | $5,691-62.1% | $4,880-55.8% | $9,540-77.4% |