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 | $70,039 | $211,958-67.0% | $169,463-58.7% | $135,375-48.3% |
| Participation rate | 75.0% | 82.6%-7.6pp | 77.8%-2.8pp | 82.6%-7.6pp |
| Annual return | -6.71% | 3.26%-10.0pp | 1.83%-8.5pp | 519.73%-526.4pp |
| Employer contribution / active EE | $1,770 | $5,120-65.4% | $4,159-57.4% | $4,779-63.0% |
| Participant deferral / active EE | $2,882 | $6,075-52.6% | $5,277-45.4% | $5,609-48.6% |
| Admin fee / account holder | $5,008 | $11,471-56.3% | $9,109-45.0% | $10,827-53.7% |