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 | $26,631 | $48,274-44.8% | $63,517-58.1% | $59,632-55.3% |
| Participation rate | 100.0% | 66.3%+33.7pp | 71.0%+29.0pp | 68.7%+31.3pp |
| Annual return | -0.77% | -240.79%+240.0pp | -70.30%+69.5pp | 2041.28%-2042.1pp |
| Employer contribution / active EE | $1,933 | $1,586+21.8% | $2,322-16.8% | $2,203-12.3% |
| Participant deferral / active EE | $2,005 | $2,343-14.4% | $2,953-32.1% | $3,192-37.2% |
| Admin fee / account holder | $4,603 | $3,600+27.9% | $5,892-21.9% | $4,297+7.1% |