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 | $170,170 | $183,519-7.3% | $155,509+9.4% | $145,922+16.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 19.32% | 61.17%-41.8pp | 64.67%-45.3pp | 561.29%-542.0pp |
| Employer contribution / active EE | $1,862 | $5,313-64.9% | $4,672-60.1% | $4,660-60.0% |
| Participant deferral / active EE | $9,311 | $6,462+44.1% | $5,626+65.5% | $6,688+39.2% |
| Admin fee / account holder | $811 | $19,313-95.8% | $15,912-94.9% | $13,397-93.9% |