Filed November 5, 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 | $65,072 | $100,041-35.0% | $149,718-56.5% | $70,131-7.2% |
| Participation rate | 80.4% | 83.6%-3.2pp | 87.1%-6.7pp | 69.5%+10.8pp |
| Annual return | 13.85% | 27.43%-13.6pp | 1501.63%-1487.8pp | 73.14%-59.3pp |
| Employer contribution / active EE | $1,559 | $3,662-57.4% | $5,445-71.4% | $2,342-33.4% |
| Participant deferral / active EE | $6,995 | $4,983+40.4% | $6,569+6.5% | $3,332+110.0% |
| Admin fee / account holder | $972 | $8,286-88.3% | $11,283-91.4% | $4,645-79.1% |