Filed December 2, 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 | $68,997 | $109,359-36.9% | $162,163-57.5% | $72,985-5.5% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 18.45% | 25.46%-7.0pp | 115.59%-97.1pp | 81.00%-62.6pp |
| Employer contribution / active EE | $2,025 | $3,907-48.2% | $5,614-63.9% | $2,440-17.0% |
| Participant deferral / active EE | $4,847 | $5,481-11.6% | $7,298-33.6% | $3,607+34.4% |
| Admin fee / account holder | $1,100 | $7,972-86.2% | $10,843-89.9% | $5,124-78.5% |