Filed January 23, 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 | $26,479 | $81,258-67.4% | $105,218-74.8% | $59,632-55.6% |
| Participation rate | 98.8% | 75.4%+23.4pp | 77.2%+21.6pp | 68.7%+30.2pp |
| Annual return | 40.27% | 1.96%+38.3pp | 5.33%+34.9pp | 2041.28%-2001.0pp |
| Employer contribution / active EE | $2,100 | $2,562-18.0% | $3,255-35.5% | $2,203-4.7% |
| Participant deferral / active EE | $0 | $3,881-100.0% | $4,867-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,188 | $5,841-79.7% | $6,992-83.0% | $4,297-72.4% |