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 | $30,631 | $60,124-49.1% | $90,404-66.1% | $79,858-61.6% |
| Participation rate | 85.2% | 65.0%+20.2pp | 72.7%+12.5pp | 69.6%+15.6pp |
| Annual return | 19.27% | 71.94%-52.7pp | 1293.02%-1273.7pp | 31.71%-12.4pp |
| Employer contribution / active EE | $623 | $2,068-69.9% | $3,262-80.9% | $2,471-74.8% |
| Participant deferral / active EE | $1,475 | $2,938-49.8% | $3,963-62.8% | $3,740-60.5% |
| Admin fee / account holder | $415 | $3,976-89.6% | $5,611-92.6% | $5,306-92.2% |