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 | $82,048 | $40,256+103.8% | $57,343+43.1% | $59,632+37.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | 0.18% | 27.49%-27.3pp | 24.39%-24.2pp | 2041.28%-2041.1pp |
| Employer contribution / active EE | $4,248 | $1,922+121.0% | $2,689+58.0% | $2,203+92.9% |
| Participant deferral / active EE | $4,978 | $2,399+107.5% | $3,162+57.4% | $3,192+56.0% |
| Admin fee / account holder | $1,624 | $2,818-42.4% | $3,356-51.6% | $4,297-62.2% |