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 | $194,110 | $177,572+9.3% | $154,803+25.4% | $142,382+36.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.92% | 65.07%-48.1pp | 58.88%-42.0pp | 217.08%-200.2pp |
| Employer contribution / active EE | $2,322 | $4,810-51.7% | $4,305-46.1% | $4,299-46.0% |
| Participant deferral / active EE | $11,611 | $6,272+85.1% | $5,540+109.6% | $6,507+78.4% |
| Admin fee / account holder | $4,178 | $16,786-75.1% | $14,329-70.8% | $12,624-66.9% |