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 | $55,240 | $88,751-37.8% | $81,812-32.5% | $145,922-62.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 16.82% | 1025.40%-1008.6pp | 773.79%-757.0pp | 561.29%-544.5pp |
| Employer contribution / active EE | $4,571 | $3,083+48.2% | $2,912+56.9% | $4,660-1.9% |
| Participant deferral / active EE | $8,917 | $4,643+92.1% | $4,319+106.5% | $6,688+33.3% |
| Admin fee / account holder | $5,067 | $8,415-39.8% | $7,386-31.4% | $13,397-62.2% |