Filed September 13, 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 | $33,747 | $49,177-31.4% | $79,464-57.5% | $64,186-47.4% |
| Participation rate | 72.5% | 65.0%+7.5pp | 73.3%-0.8pp | 69.6%+3.0pp |
| Annual return | -4.70% | -1.16%-3.5pp | 718.14%-722.8pp | 7.63%-12.3pp |
| Employer contribution / active EE | $572 | $2,076-72.5% | $2,800-79.6% | $2,381-76.0% |
| Participant deferral / active EE | $1,459 | $2,821-48.3% | $3,704-60.6% | $3,470-57.9% |
| Admin fee / account holder | $3,495 | $3,839-9.0% | $5,113-31.7% | $4,888-28.5% |