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 | $78,792 | $94,529-16.6% | $140,016-43.7% | $64,186+22.8% |
| Participation rate | 98.7% | 84.1%+14.6pp | 87.5%+11.2pp | 69.6%+29.1pp |
| Annual return | -5.33% | 7.77%-13.1pp | 651.12%-656.5pp | 7.63%-13.0pp |
| Employer contribution / active EE | $5,440 | $3,812+42.7% | $5,606-3.0% | $2,381+128.5% |
| Participant deferral / active EE | $5,270 | $5,250+0.4% | $6,927-23.9% | $3,470+51.9% |
| Admin fee / account holder | $3,474 | $6,741-48.5% | $10,705-67.6% | $4,888-28.9% |