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 | $35,417 | $99,020-64.2% | $86,590-59.1% | $147,584-76.0% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 19.49% | 1312.34%-1292.8pp | 964.84%-945.4pp | 578.55%-559.1pp |
| Employer contribution / active EE | $3,045 | $3,132-2.8% | $2,839+7.2% | $4,876-37.6% |
| Participant deferral / active EE | $7,470 | $3,972+88.1% | $3,609+107.0% | $5,439+37.4% |
| Admin fee / account holder | $391 | $5,710-93.2% | $4,906-92.0% | $10,885-96.4% |