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 | $128,142 | $138,347-7.4% | $184,203-30.4% | $80,856+58.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 17.18% | 20.02%-2.8pp | 28.81%-11.6pp | 35.59%-18.4pp |
| Employer contribution / active EE | $6,438 | $4,850+32.7% | $6,427+0.2% | $2,755+133.7% |
| Participant deferral / active EE | $4,667 | $7,071-34.0% | $9,131-48.9% | $4,296+8.6% |
| Admin fee / account holder | $410 | $10,483-96.1% | $13,901-97.0% | $6,918-94.1% |