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 | $93,659 | $71,883+30.3% | $86,677+8.1% | $68,494+36.7% |
| Participation rate | 78.8% | 72.2%+6.6pp | 76.6%+2.2pp | 67.9%+10.9pp |
| Annual return | -16.76% | 3.52%-20.3pp | 35.91%-52.7pp | -7.84%-8.9pp |
| Employer contribution / active EE | $1,442 | $2,173-33.6% | $2,836-49.2% | $2,596-44.5% |
| Participant deferral / active EE | $3,025 | $3,779-20.0% | $4,656-35.0% | $4,027-24.9% |
| Admin fee / account holder | $17,029 | $6,112+178.6% | $7,493+127.3% | $5,403+215.2% |