Filed April 14, 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 | $112,996 | $95,266+18.6% | $82,389+37.2% | $142,382-20.6% |
| Participation rate | 91.7% | 74.5%+17.2pp | 69.5%+22.1pp | 80.1%+11.5pp |
| Annual return | 14.16% | 25.74%-11.6pp | 28.67%-14.5pp | 217.08%-202.9pp |
| Employer contribution / active EE | $2,738 | $2,991-8.5% | $2,517+8.8% | $4,299-36.3% |
| Participant deferral / active EE | $5,749 | $4,809+19.5% | $4,155+38.4% | $6,507-11.7% |
| Admin fee / account holder | $4,086 | $8,563-52.3% | $7,231-43.5% | $12,624-67.6% |