Filed January 9, 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 | $48,504 | $58,927-17.7% | $76,817-36.9% | $72,985-33.5% |
| Participation rate | 83.1% | 67.3%+15.8pp | 72.1%+11.1pp | 69.5%+13.7pp |
| Annual return | 19.36% | 2305.64%-2286.3pp | 1166.11%-1146.7pp | 81.00%-61.6pp |
| Employer contribution / active EE | $1,416 | $1,787-20.8% | $2,302-38.5% | $2,440-42.0% |
| Participant deferral / active EE | $3,981 | $2,690+48.0% | $3,336+19.3% | $3,607+10.4% |
| Admin fee / account holder | $11,762 | $4,013+193.1% | $6,420+83.2% | $5,124+129.5% |