Filed March 15, 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 | $64,050 | $163,687-60.9% | $108,745-41.1% | $273,961-76.6% |
| Participation rate | 72.7% | 82.3%-9.6pp | 77.7%-4.9pp | 83.0%-10.3pp |
| Annual return | 9.10% | 31.16%-22.1pp | 46.22%-37.1pp | 41.45%-32.3pp |
| Employer contribution / active EE | $1,383 | $4,711-70.6% | $3,323-58.4% | $4,869-71.6% |
| Participant deferral / active EE | $4,150 | $7,155-42.0% | $5,121-19.0% | $5,287-21.5% |
| Admin fee / account holder | $790 | $12,890-93.9% | $6,144-87.1% | $10,132-92.2% |