Filed May 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 | $89,303 | $232,540-61.6% | $185,117-51.8% | $147,584-39.5% |
| Participation rate | 90.9% | 82.4%+8.6pp | 77.3%+13.6pp | 82.8%+8.1pp |
| Annual return | 16.24% | 43.03%-26.8pp | 40.50%-24.3pp | 578.55%-562.3pp |
| Employer contribution / active EE | $1,340 | $5,195-74.2% | $4,182-68.0% | $4,876-72.5% |
| Participant deferral / active EE | $3,425 | $5,834-41.3% | $5,045-32.1% | $5,439-37.0% |
| Admin fee / account holder | $10,038 | $10,275-2.3% | $8,159+23.0% | $10,885-7.8% |