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 | $89,723 | $85,766+4.6% | $136,294-34.2% | $70,131+27.9% |
| Participation rate | 90.2% | 74.2%+16.0pp | 81.9%+8.2pp | 69.5%+20.6pp |
| Annual return | 20.74% | 31.45%-10.7pp | 5155.94%-5135.2pp | 73.14%-52.4pp |
| Employer contribution / active EE | $2,971 | $2,966+0.2% | $4,695-36.7% | $2,342+26.8% |
| Participant deferral / active EE | $7,693 | $5,051+52.3% | $6,247+23.1% | $3,332+130.9% |
| Admin fee / account holder | $6,699 | $5,420+23.6% | $9,243-27.5% | $4,645+44.2% |