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 | $205,347 | $61,660+233.0% | $80,019+156.6% | $64,186+219.9% |
| Participation rate | 95.8% | 71.7%+24.1pp | 75.8%+20.0pp | 69.6%+26.2pp |
| Annual return | -7.21% | -0.33%-6.9pp | 11.22%-18.4pp | 7.63%-14.8pp |
| Employer contribution / active EE | $3,711 | $1,810+105.0% | $2,468+50.4% | $2,381+55.9% |
| Participant deferral / active EE | $8,133 | $2,968+174.0% | $3,686+120.7% | $3,470+134.4% |
| Admin fee / account holder | $3,518 | $5,417-35.1% | $6,521-46.1% | $4,888-28.0% |