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 | $66,893 | $202,432-67.0% | $169,368-60.5% | $139,434-52.0% |
| Participation rate | 94.7% | 81.1%+13.7pp | 77.1%+17.6pp | 80.3%+14.4pp |
| Annual return | 28.21% | 531.74%-503.5pp | 405.60%-377.4pp | 372.94%-344.7pp |
| Employer contribution / active EE | $3,492 | $4,692-25.6% | $4,013-13.0% | $4,751-26.5% |
| Participant deferral / active EE | $7,442 | $6,938+7.3% | $6,221+19.6% | $6,710+10.9% |
| Admin fee / account holder | $663 | $10,708-93.8% | $9,003-92.6% | $11,403-94.2% |