Filed November 8, 2014
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 8-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 | $29,248 | $54,762-46.6% | $90,281-67.6% | $72,985-59.9% |
| Participation rate | 97.1% | 65.1%+31.9pp | 73.3%+23.8pp | 69.5%+27.6pp |
| Annual return | 385.62% | 30.63%+355.0pp | 78.10%+307.5pp | 81.00%+304.6pp |
| Employer contribution / active EE | $292 | $2,092-86.0% | $2,854-89.8% | $2,440-88.0% |
| Participant deferral / active EE | $9,952 | $2,887+244.7% | $3,885+156.1% | $3,607+175.9% |
| Admin fee / account holder | $437 | $3,972-89.0% | $5,351-91.8% | $5,124-91.5% |