Filed March 10, 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 | $146,470 | $64,707+126.4% | $112,228+30.5% | $68,494+113.8% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -7.82% | -11.40%+3.6pp | 27.45%-35.3pp | -7.84%0pp |
| Employer contribution / active EE | $4,592 | $2,746+67.2% | $3,635+26.3% | $2,596+76.9% |
| Participant deferral / active EE | $5,884 | $3,565+65.0% | $4,728+24.4% | $4,027+46.1% |
| Admin fee / account holder | $58,384 | $5,232+1015.9% | $6,410+810.8% | $5,403+980.6% |