Filed January 29, 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 | $56,554 | $90,600-37.6% | $79,464-28.8% | $135,375-58.2% |
| Participation rate | 78.9% | 76.0%+2.9pp | 73.3%+5.6pp | 82.6%-3.7pp |
| Annual return | -7.11% | 977.43%-984.5pp | 718.14%-725.3pp | 519.73%-526.8pp |
| Employer contribution / active EE | $1,837 | $3,068-40.1% | $2,800-34.4% | $4,779-61.6% |
| Participant deferral / active EE | $3,525 | $4,050-13.0% | $3,704-4.8% | $5,609-37.2% |
| Admin fee / account holder | $551 | $5,907-90.7% | $5,113-89.2% | $10,827-94.9% |