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 | $244,539 | $102,966+137.5% | $90,281+170.9% | $152,861+60.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 25.32% | 95.16%-69.8pp | 78.10%-52.8pp | 345.32%-320.0pp |
| Employer contribution / active EE | $5,684 | $3,139+81.1% | $2,854+99.1% | $4,762+19.4% |
| Participant deferral / active EE | $10,406 | $4,281+143.0% | $3,885+167.8% | $5,850+77.9% |
| Admin fee / account holder | $2,656 | $6,171-57.0% | $5,351-50.4% | $11,596-77.1% |