Filed December 15, 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 | $122,165 | $99,020+23.4% | $86,590+41.1% | $147,584-17.2% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 11.27% | 1312.34%-1301.1pp | 964.84%-953.6pp | 578.55%-567.3pp |
| Employer contribution / active EE | $12,151 | $3,132+288.0% | $2,839+328.0% | $4,876+149.2% |
| Participant deferral / active EE | $5,017 | $3,972+26.3% | $3,609+39.0% | $5,439-7.8% |
| Admin fee / account holder | $6,554 | $5,710+14.8% | $4,906+33.6% | $10,885-39.8% |