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 | $84,513 | $110,809-23.7% | $86,874-2.7% | $167,490-49.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 10.45% | 116.98%-106.5pp | 63.52%-53.1pp | 478.56%-468.1pp |
| Employer contribution / active EE | $2,313 | $3,244-28.7% | $2,495-7.3% | $4,837-52.2% |
| Participant deferral / active EE | $2,570 | $4,546-43.5% | $3,699-30.5% | $6,341-59.5% |
| Admin fee / account holder | $742 | $8,415-91.2% | $5,828-87.3% | $12,309-94.0% |