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 | $58,960 | $228,332-74.2% | $185,823-68.3% | $158,922-62.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 19.12% | 40.80%-21.7pp | 35.95%-16.8pp | 302.83%-283.7pp |
| Employer contribution / active EE | $3,030 | $4,967-39.0% | $4,087-25.9% | $4,761-36.4% |
| Participant deferral / active EE | $5,123 | $6,415-20.1% | $5,632-9.0% | $5,982-14.4% |
| Admin fee / account holder | $29,787 | $11,864+151.1% | $9,500+213.5% | $11,246+164.9% |