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 | $84,233 | $210,648-60.0% | $177,989-52.7% | $145,922-42.3% |
| Participation rate | 89.5% | 80.8%+8.7pp | 77.1%+12.4pp | 80.3%+9.2pp |
| Annual return | 14.41% | 385.86%-371.5pp | 294.48%-280.1pp | 561.29%-546.9pp |
| Employer contribution / active EE | $3,254 | $4,565-28.7% | $3,949-17.6% | $4,660-30.2% |
| Participant deferral / active EE | $6,903 | $6,958-0.8% | $6,276+10.0% | $6,688+3.2% |
| Admin fee / account holder | $887 | $12,013-92.6% | $10,363-91.4% | $13,397-93.4% |