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 | $39,870 | $90,600-56.0% | $79,464-49.8% | $135,375-70.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -6.28% | 977.43%-983.7pp | 718.14%-724.4pp | 519.73%-526.0pp |
| Employer contribution / active EE | $4,089 | $3,068+33.3% | $2,800+46.0% | $4,779-14.4% |
| Participant deferral / active EE | $8,315 | $4,050+105.3% | $3,704+124.5% | $5,609+48.3% |
| Admin fee / account holder | $2,727 | $5,907-53.8% | $5,113-46.7% | $10,827-74.8% |