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 | $146,267+32.2% | $197,124-1.9% | $82,448+134.5% |
| Participation rate | 97.8% | 84.0%+13.8pp | 86.7%+11.1pp | 68.1%+29.8pp |
| Annual return | 14.98% | 29.61%-14.6pp | 44.34%-29.4pp | 41.64%-26.7pp |
| Employer contribution / active EE | $5,871 | $4,723+24.3% | $6,227-5.7% | $2,551+130.2% |
| Participant deferral / active EE | $5,259 | $7,035-25.2% | $9,135-42.4% | $4,139+27.1% |
| Admin fee / account holder | $7,604 | $14,422-47.3% | $16,298-53.3% | $7,234+5.1% |