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 | $45,618 | $190,805-76.1% | $159,960-71.5% | $134,475-66.1% |
| Participation rate | 90.0% | 81.9%+8.1pp | 78.0%+12.0pp | 81.2%+8.8pp |
| Annual return | -19.68% | 552.23%-571.9pp | 408.60%-428.3pp | 417.96%-437.6pp |
| Employer contribution / active EE | $2,931 | $4,995-41.3% | $4,226-30.6% | $4,740-38.2% |
| Participant deferral / active EE | $5,282 | $6,923-23.7% | $6,182-14.6% | $6,400-17.5% |
| Admin fee / account holder | $1,071 | $10,471-89.8% | $8,698-87.7% | $11,426-90.6% |