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 | $173,424 | $138,347+25.4% | $184,203-5.9% | $80,856+114.5% |
| Participation rate | 96.3% | 83.9%+12.4pp | 86.8%+9.5pp | 67.6%+28.7pp |
| Annual return | 17.43% | 20.02%-2.6pp | 28.81%-11.4pp | 35.59%-18.2pp |
| Employer contribution / active EE | $5,143 | $4,850+6.0% | $6,427-20.0% | $2,755+86.7% |
| Participant deferral / active EE | $6,875 | $7,071-2.8% | $9,131-24.7% | $4,296+60.0% |
| Admin fee / account holder | $8,471 | $10,483-19.2% | $13,901-39.1% | $6,918+22.4% |