Filed May 29, 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 | $61,312 | $43,075+42.3% | $74,583-17.8% | $62,891-2.5% |
| Participation rate | 87.7% | 58.1%+29.6pp | 68.1%+19.6pp | 69.3%+18.4pp |
| Annual return | 10.82% | 17.50%-6.7pp | 20.47%-9.6pp | 20.14%-9.3pp |
| Employer contribution / active EE | $1,931 | $1,498+28.9% | $2,525-23.5% | $2,281-15.4% |
| Participant deferral / active EE | $5,313 | $2,389+122.4% | $3,458+53.6% | $3,203+65.9% |
| Admin fee / account holder | $1,494 | $2,840-47.4% | $4,138-63.9% | $4,296-65.2% |