Filed April 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 | $98,344 | $180,449-45.5% | $154,107-36.2% | $135,375-27.4% |
| Participation rate | 88.9% | 87.4%+1.5pp | 83.0%+5.9pp | 82.6%+6.2pp |
| Annual return | -6.52% | 888.09%-894.6pp | 735.12%-741.6pp | 519.73%-526.3pp |
| Employer contribution / active EE | $1,627 | $6,035-73.0% | $5,298-69.3% | $4,779-66.0% |
| Participant deferral / active EE | $4,280 | $5,806-26.3% | $5,081-15.8% | $5,609-23.7% |
| Admin fee / account holder | $1,685 | $16,143-89.6% | $13,411-87.4% | $10,827-84.4% |