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 | $181,688 | $58,828+208.8% | $77,999+132.9% | $62,891+188.9% |
| Participation rate | 94.8% | 71.1%+23.7pp | 75.5%+19.3pp | 69.3%+25.5pp |
| Annual return | 9.89% | 17.16%-7.3pp | 425.96%-416.1pp | 20.14%-10.2pp |
| Employer contribution / active EE | $3,247 | $1,672+94.2% | $2,470+31.5% | $2,281+42.4% |
| Participant deferral / active EE | $7,137 | $2,686+165.8% | $3,497+104.1% | $3,203+122.8% |
| Admin fee / account holder | $8,662 | $4,393+97.2% | $5,480+58.1% | $4,296+101.7% |