Filed March 22, 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 9-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 | $101,740 | $58,726+73.2% | $92,233+10.3% | $62,292+63.3% |
| Participation rate | 82.0% | 68.3%+13.7pp | 76.5%+5.5pp | 69.5%+12.5pp |
| Annual return | 20.72% | 43.62%-22.9pp | 176.28%-155.6pp | 28.90%-8.2pp |
| Employer contribution / active EE | $3,571 | $2,392+49.3% | $3,679-2.9% | $2,042+74.9% |
| Participant deferral / active EE | $5,974 | $2,766+116.0% | $3,897+53.3% | $3,169+88.5% |
| Admin fee / account holder | $5,919 | $556+963.7% | $5,194+14.0% | $479+1134.8% |