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 | $34,032 | $100,852-66.3% | $90,404-62.4% | $158,922-78.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 12.97% | 1724.20%-1711.2pp | 1293.02%-1280.0pp | 302.83%-289.9pp |
| Employer contribution / active EE | $3,091 | $3,689-16.2% | $3,262-5.2% | $4,761-35.1% |
| Participant deferral / active EE | $4,655 | $4,348+7.1% | $3,963+17.5% | $5,982-22.2% |
| Admin fee / account holder | $20,674 | $6,501+218.0% | $5,611+268.5% | $11,246+83.8% |