Filed June 30, 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 | $93,068 | $137,414-32.3% | $189,513-50.9% | $85,850+8.4% |
| Participation rate | 90.0% | 84.6%+5.4pp | 87.8%+2.2pp | 69.3%+20.7pp |
| Annual return | 37.17% | 38.14%-1.0pp | 555.15%-518.0pp | 318.53%-281.4pp |
| Employer contribution / active EE | $2,219 | $4,344-48.9% | $6,162-64.0% | $2,565-13.5% |
| Participant deferral / active EE | $5,212 | $6,260-16.7% | $8,221-36.6% | $3,952+31.9% |
| Admin fee / account holder | $17,429 | $8,630+102.0% | $12,045+44.7% | $6,260+178.4% |