Filed December 30, 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 | $241,946 | $107,334+125.4% | $92,893+160.5% | $152,861+58.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 25.67% | 145.58%-119.9pp | 109.41%-83.7pp | 345.32%-319.7pp |
| Employer contribution / active EE | $8,594 | $4,221+103.6% | $3,653+135.3% | $4,762+80.5% |
| Participant deferral / active EE | $10,368 | $4,845+114.0% | $4,236+144.7% | $5,850+77.2% |
| Admin fee / account holder | $10,912 | $7,079+54.1% | $5,794+88.3% | $11,596-5.9% |