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 | $194,693 | $81,632+138.5% | $70,449+176.4% | $158,922+22.5% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 7.58% | 208.40%-200.8pp | 109.03%-101.5pp | 302.83%-295.2pp |
| Employer contribution / active EE | $25,064 | $3,217+679.1% | $2,737+815.9% | $4,761+426.4% |
| Participant deferral / active EE | $8,000 | $4,554+75.7% | $3,709+115.7% | $5,982+33.7% |
| Admin fee / account holder | $8,246 | $6,193+33.2% | $3,845+114.4% | $11,246-26.7% |