Filed April 28, 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 | $226,259 | $167,484+35.1% | $151,611+49.2% | $134,475+68.3% |
| Participation rate | 88.9% | 88.4%+0.5pp | 87.5%+1.4pp | 81.2%+7.7pp |
| Annual return | -9.71% | 7.80%-17.5pp | 3.33%-13.0pp | 417.96%-427.7pp |
| Employer contribution / active EE | $5,404 | $6,829-20.9% | $6,166-12.4% | $4,740+14.0% |
| Participant deferral / active EE | $10,662 | $8,986+18.7% | $8,363+27.5% | $6,400+66.6% |
| Admin fee / account holder | $5,918 | $13,783-57.1% | $11,616-49.0% | $11,426-48.2% |