Filed January 15, 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 | $31,516 | $150,440-79.1% | $136,294-76.9% | $147,584-78.6% |
| Participation rate | 95.2% | 84.4%+10.8pp | 81.9%+13.3pp | 82.8%+12.4pp |
| Annual return | 33.52% | 1049.08%-1015.6pp | 5155.94%-5122.4pp | 578.55%-545.0pp |
| Employer contribution / active EE | $3,567 | $5,256-32.1% | $4,695-24.0% | $4,876-26.9% |
| Participant deferral / active EE | $8,382 | $6,630+26.4% | $6,247+34.2% | $5,439+54.1% |
| Admin fee / account holder | $11,213 | $10,905+2.8% | $9,243+21.3% | $10,885+3.0% |