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 | $47,234 | $227,553-79.2% | $189,557-75.1% | $167,490-71.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 10.62% | 78.40%-67.8pp | 64.17%-53.6pp | 478.56%-467.9pp |
| Employer contribution / active EE | $3,145 | $5,316-40.8% | $4,412-28.7% | $4,837-35.0% |
| Participant deferral / active EE | $5,830 | $7,002-16.7% | $6,174-5.6% | $6,341-8.1% |
| Admin fee / account holder | $24,401 | $11,878+105.4% | $9,807+148.8% | $12,309+98.2% |