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 | $120,999 | $90,600+33.6% | $79,464+52.3% | $135,375-10.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 8.43% | 977.43%-969.0pp | 718.14%-709.7pp | 519.73%-511.3pp |
| Employer contribution / active EE | $10,750 | $3,068+250.4% | $2,800+283.9% | $4,779+125.0% |
| Participant deferral / active EE | $3,750 | $4,050-7.4% | $3,704+1.2% | $5,609-33.1% |
| Admin fee / account holder | $4,301 | $5,907-27.2% | $5,113-15.9% | $10,827-60.3% |