Filed February 27, 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 | $88,705 | $135,635-34.6% | $110,238-19.5% | $135,375-34.5% |
| Participation rate | 95.8% | 83.5%+12.4pp | 79.8%+16.0pp | 82.6%+13.2pp |
| Annual return | -5.29% | 513.19%-518.5pp | 314.74%-320.0pp | 519.73%-525.0pp |
| Employer contribution / active EE | $3,445 | $4,906-29.8% | $3,826-10.0% | $4,779-27.9% |
| Participant deferral / active EE | $6,729 | $5,506+22.2% | $4,672+44.0% | $5,609+20.0% |
| Admin fee / account holder | $15,491 | $11,457+35.2% | $8,547+81.2% | $10,827+43.1% |