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 | $36,971 | $54,762-32.5% | $90,281-59.0% | $72,985-49.3% |
| Participation rate | 85.5% | 65.1%+20.3pp | 73.3%+12.2pp | 69.5%+16.0pp |
| Annual return | 26.30% | 30.63%-4.3pp | 78.10%-51.8pp | 81.00%-54.7pp |
| Employer contribution / active EE | $738 | $2,092-64.7% | $2,854-74.1% | $2,440-69.7% |
| Participant deferral / active EE | $1,761 | $2,887-39.0% | $3,885-54.7% | $3,607-51.2% |
| Admin fee / account holder | $1,091 | $3,972-72.5% | $5,351-79.6% | $5,124-78.7% |