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 | $128,483 | $88,594+45.0% | $70,092+83.3% | $134,475-4.5% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -18.28% | 442.67%-460.9pp | 190.73%-209.0pp | 417.96%-436.2pp |
| Employer contribution / active EE | $2,783 | $3,233-13.9% | $2,559+8.8% | $4,740-41.3% |
| Participant deferral / active EE | $3,072 | $4,772-35.6% | $3,849-20.2% | $6,400-52.0% |
| Admin fee / account holder | $9,607 | $10,441-8.0% | $6,267+53.3% | $11,426-15.9% |