Filed March 17, 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 | $155,979 | $54,380+186.8% | $68,509+127.7% | $59,632+161.6% |
| Participation rate | 97.9% | 70.2%+27.7pp | 74.7%+23.2pp | 68.7%+29.2pp |
| Annual return | 1.34% | 2.83%-1.5pp | 8.27%-6.9pp | 2041.28%-2039.9pp |
| Employer contribution / active EE | $3,337 | $1,539+116.9% | $2,278+46.5% | $2,203+51.5% |
| Participant deferral / active EE | $7,146 | $2,643+170.3% | $3,382+111.3% | $3,192+123.9% |
| Admin fee / account holder | $9,216 | $3,885+137.2% | $5,275+74.7% | $4,297+114.5% |