Filed December 31, 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 | $113,954 | $57,281+98.9% | $86,612+31.6% | $75,163+51.6% |
| Participation rate | 76.5% | 63.2%+13.3pp | 71.7%+4.8pp | 67.2%+9.3pp |
| Annual return | 15.09% | 2670.75%-2655.7pp | 591.07%-576.0pp | 160.62%-145.5pp |
| Employer contribution / active EE | $6,207 | $2,314+168.2% | $3,022+105.4% | $2,670+132.5% |
| Participant deferral / active EE | $4,722 | $3,318+42.3% | $4,438+6.4% | $4,125+14.5% |
| Admin fee / account holder | $2,038 | $4,112-50.4% | $5,614-63.7% | $5,651-63.9% |