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 | $85,552 | $210,648-59.4% | $177,989-51.9% | $145,922-41.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 12.69% | 385.86%-373.2pp | 294.48%-281.8pp | 561.29%-548.6pp |
| Employer contribution / active EE | $6,094 | $4,565+33.5% | $3,949+54.3% | $4,660+30.8% |
| Participant deferral / active EE | $4,466 | $6,958-35.8% | $6,276-28.8% | $6,688-33.2% |
| Admin fee / account holder | $12,698 | $12,013+5.7% | $10,363+22.5% | $13,397-5.2% |