Filed May 1, 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 | $210,314 | $127,386+65.1% | $115,037+82.8% | $125,391+67.7% |
| Participation rate | 91.7% | 84.2%+7.5pp | 81.4%+10.3pp | 83.2%+8.5pp |
| Annual return | 0.22% | 31.28%-31.1pp | 26.14%-25.9pp | 282.22%-282.0pp |
| Employer contribution / active EE | $3,749 | $5,166-27.4% | $4,608-18.6% | $4,866-23.0% |
| Participant deferral / active EE | $3,233 | $6,423-49.7% | $6,026-46.3% | $5,352-39.6% |
| Admin fee / account holder | $11,975 | $9,516+25.8% | $8,175+46.5% | $9,540+25.5% |