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 | $93,380 | $67,411+38.5% | $91,001+2.6% | $70,131+33.2% |
| Participation rate | 97.1% | 71.4%+25.8pp | 75.6%+21.5pp | 69.5%+27.6pp |
| Annual return | 19.31% | -40.16%+59.5pp | 4.60%+14.7pp | 73.14%-53.8pp |
| Employer contribution / active EE | $2,747 | $1,786+53.8% | $2,456+11.9% | $2,342+17.3% |
| Participant deferral / active EE | $3,626 | $2,823+28.5% | $3,547+2.2% | $3,332+8.8% |
| Admin fee / account holder | $2,396 | $4,236-43.5% | $5,417-55.8% | $4,645-48.4% |