Filed October 20, 2014
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 | $112,043 | $160,055-30.0% | $140,016-20.0% | $135,375-17.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -7.13% | 911.38%-918.5pp | 651.12%-658.2pp | 519.73%-526.9pp |
| Employer contribution / active EE | $4,310 | $6,420-32.9% | $5,606-23.1% | $4,779-9.8% |
| Participant deferral / active EE | $10,775 | $7,642+41.0% | $6,927+55.5% | $5,609+92.1% |
| Admin fee / account holder | $7,490 | $13,328-43.8% | $10,705-30.0% | $10,827-30.8% |