Filed July 20, 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 | $133,294 | $202,318-34.1% | $172,739-22.8% | $152,861-12.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 19.39% | 1029.65%-1010.3pp | 802.84%-783.5pp | 345.32%-325.9pp |
| Employer contribution / active EE | $2,368 | $5,856-59.6% | $5,143-54.0% | $4,762-50.3% |
| Participant deferral / active EE | $11,838 | $5,948+99.0% | $5,198+127.8% | $5,850+102.3% |
| Admin fee / account holder | $1,048 | $17,109-93.9% | $13,954-92.5% | $11,596-91.0% |