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 | $45,261 | $91,911-50.8% | $68,793-34.2% | $135,375-66.6% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | -5.07% | -8.22%+3.2pp | -4.63%-0.4pp | 519.73%-524.8pp |
| Employer contribution / active EE | $2,053 | $3,924-47.7% | $2,625-21.8% | $4,779-57.0% |
| Participant deferral / active EE | $1,885 | $4,315-56.3% | $3,311-43.1% | $5,609-66.4% |
| Admin fee / account holder | $3,743 | $9,240-59.5% | $5,131-27.0% | $10,827-65.4% |