Filed October 14, 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 | $50,460 | $70,002-27.9% | $115,037-56.1% | $52,331-3.6% |
| Participation rate | 82.2% | 72.1%+10.1pp | 81.4%+0.8pp | 68.1%+14.1pp |
| Annual return | -1.10% | 4.04%-5.1pp | 26.14%-27.2pp | 4.54%-5.6pp |
| Employer contribution / active EE | $4,109 | $2,715+51.4% | $4,608-10.8% | $1,882+118.4% |
| Participant deferral / active EE | $3,400 | $4,920-30.9% | $6,026-43.6% | $3,022+12.5% |
| Admin fee / account holder | $4,861 | $566+758.7% | $8,175-40.5% | $592+721.6% |