Filed April 1, 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 | $57,728 | $158,817-63.7% | $121,196-52.4% | $135,375-57.4% |
| Participation rate | 92.9% | 79.3%+13.6pp | 71.7%+21.1pp | 82.6%+10.2pp |
| Annual return | -5.36% | -0.64%-4.7pp | 16.93%-22.3pp | 519.73%-525.1pp |
| Employer contribution / active EE | $1,198 | $5,665-78.8% | $4,022-70.2% | $4,779-74.9% |
| Participant deferral / active EE | $2,475 | $4,005-38.2% | $3,344-26.0% | $5,609-55.9% |
| Admin fee / account holder | $2,197 | $6,512-66.3% | $5,019-56.2% | $10,827-79.7% |