Filed June 12, 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 | $193,313 | $148,978+29.8% | $200,582-3.6% | $84,808+127.9% |
| Participation rate | 97.8% | 84.2%+13.6pp | 86.9%+10.9pp | 68.3%+29.5pp |
| Annual return | 14.98% | 28.16%-13.2pp | 42.33%-27.3pp | 40.90%-25.9pp |
| Employer contribution / active EE | $5,871 | $4,815+21.9% | $6,419-8.5% | $2,631+123.2% |
| Participant deferral / active EE | $5,259 | $7,142-26.4% | $9,331-43.6% | $4,212+24.9% |
| Admin fee / account holder | $7,604 | $13,977-45.6% | $16,305-53.4% | $7,344+3.5% |