Filed July 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 | $81,107 | $100,041-18.9% | $149,718-45.8% | $70,131+15.7% |
| Participation rate | 97.5% | 83.6%+13.9pp | 87.1%+10.4pp | 69.5%+27.9pp |
| Annual return | 17.42% | 27.43%-10.0pp | 1501.63%-1484.2pp | 73.14%-55.7pp |
| Employer contribution / active EE | $4,851 | $3,662+32.5% | $5,445-10.9% | $2,342+107.1% |
| Participant deferral / active EE | $4,693 | $4,983-5.8% | $6,569-28.6% | $3,332+40.9% |
| Admin fee / account holder | $6,183 | $8,286-25.4% | $11,283-45.2% | $4,645+33.1% |