Filed January 7, 2015
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 | $70,502 | $45,566+54.7% | $64,105+10.0% | $59,632+18.2% |
| Participation rate | 91.4% | 60.2%+31.3pp | 68.2%+23.3pp | 68.7%+22.8pp |
| Annual return | -1.77% | 4.95%-6.7pp | 791.24%-793.0pp | 2041.28%-2043.1pp |
| Employer contribution / active EE | $3,513 | $934+276.1% | $1,820+93.1% | $2,203+59.5% |
| Participant deferral / active EE | $4,332 | $2,057+110.6% | $2,822+53.5% | $3,192+35.7% |
| Admin fee / account holder | $11,617 | $3,268+255.5% | $4,499+158.2% | $4,297+170.4% |