Filed June 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 | $55,061 | $76,552-28.1% | $123,892-55.6% | $62,891-12.4% |
| Participation rate | 92.3% | 73.0%+19.3pp | 81.4%+10.9pp | 69.3%+23.0pp |
| Annual return | 7.80% | 18.68%-10.9pp | 47.52%-39.7pp | 20.14%-12.3pp |
| Employer contribution / active EE | $1,197 | $2,883-58.5% | $4,617-74.1% | $2,281-47.5% |
| Participant deferral / active EE | $6,372 | $4,840+31.7% | $5,984+6.5% | $3,203+98.9% |
| Admin fee / account holder | $13,730 | $4,826+184.5% | $8,357+64.3% | $4,296+219.6% |