Filed March 9, 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 | $122,429 | $86,286+41.9% | $111,297+10.0% | $85,850+42.6% |
| Participation rate | 86.1% | 73.3%+12.8pp | 77.3%+8.8pp | 69.3%+16.8pp |
| Annual return | 12.36% | 19.99%-7.6pp | 54.65%-42.3pp | 318.53%-306.2pp |
| Employer contribution / active EE | $1,409 | $2,043-31.0% | $2,731-48.4% | $2,565-45.1% |
| Participant deferral / active EE | $2,821 | $3,641-22.5% | $4,487-37.1% | $3,952-28.6% |
| Admin fee / account holder | $1,773 | $8,188-78.3% | $7,964-77.7% | $6,260-71.7% |