Filed June 19, 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 | $203,366 | $99,020+105.4% | $86,590+134.9% | $147,584+37.8% |
| Participation rate | 88.9% | 76.3%+12.5pp | 73.5%+15.3pp | 82.8%+6.1pp |
| Annual return | 19.62% | 1312.34%-1292.7pp | 964.84%-945.2pp | 578.55%-558.9pp |
| Employer contribution / active EE | $5,696 | $3,132+81.9% | $2,839+100.6% | $4,876+16.8% |
| Participant deferral / active EE | $8,965 | $3,972+125.7% | $3,609+148.4% | $5,439+64.8% |
| Admin fee / account holder | $8,271 | $5,710+44.8% | $4,906+68.6% | $10,885-24.0% |