Filed June 26, 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 | $137,388 | $167,484-18.0% | $151,611-9.4% | $134,475+2.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -20.71% | 7.80%-28.5pp | 3.33%-24.0pp | 417.96%-438.7pp |
| Employer contribution / active EE | $7,035 | $6,829+3.0% | $6,166+14.1% | $4,740+48.4% |
| Participant deferral / active EE | $4,930 | $8,986-45.1% | $8,363-41.1% | $6,400-23.0% |
| Admin fee / account holder | $6,664 | $13,783-51.6% | $11,616-42.6% | $11,426-41.7% |