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 | $58,534 | $104,486-44.0% | $76,817-23.8% | $152,861-61.7% |
| Participation rate | 85.7% | 76.6%+9.1pp | 72.1%+13.6pp | 82.4%+3.3pp |
| Annual return | 19.66% | 1013.37%-993.7pp | 1166.11%-1146.4pp | 345.32%-325.7pp |
| Employer contribution / active EE | $2,153 | $3,116-30.9% | $2,302-6.5% | $4,762-54.8% |
| Participant deferral / active EE | $1,941 | $4,236-54.2% | $3,336-41.8% | $5,850-66.8% |
| Admin fee / account holder | $5,631 | $12,275-54.1% | $6,420-12.3% | $11,596-51.4% |