Filed December 19, 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 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 | $69,695 | $190,805-63.5% | $159,960-56.4% | $134,475-48.2% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -18.31% | 552.23%-570.5pp | 408.60%-426.9pp | 417.96%-436.3pp |
| Employer contribution / active EE | $5,325 | $4,995+6.6% | $4,226+26.0% | $4,740+12.3% |
| Participant deferral / active EE | $4,078 | $6,923-41.1% | $6,182-34.0% | $6,400-36.3% |
| Admin fee / account holder | $3,855 | $10,471-63.2% | $8,698-55.7% | $11,426-66.3% |