Filed April 25, 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 | $69,970 | $58,828+18.9% | $77,999-10.3% | $62,891+11.3% |
| Participation rate | 94.9% | 71.1%+23.8pp | 75.5%+19.3pp | 69.3%+25.6pp |
| Annual return | 12.89% | 17.16%-4.3pp | 425.96%-413.1pp | 20.14%-7.3pp |
| Employer contribution / active EE | $2,495 | $1,672+49.2% | $2,470+1.0% | $2,281+9.4% |
| Participant deferral / active EE | $3,304 | $2,686+23.0% | $3,497-5.5% | $3,203+3.2% |
| Admin fee / account holder | $4,877 | $4,393+11.0% | $5,480-11.0% | $4,296+13.5% |