Filed April 15, 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 | $135,649 | $202,318-33.0% | $172,739-21.5% | $152,861-11.3% |
| Participation rate | 88.2% | 87.1%+1.2pp | 82.6%+5.6pp | 82.4%+5.8pp |
| Annual return | 23.69% | 1029.65%-1006.0pp | 802.84%-779.2pp | 345.32%-321.6pp |
| Employer contribution / active EE | $1,962 | $5,856-66.5% | $5,143-61.8% | $4,762-58.8% |
| Participant deferral / active EE | $5,105 | $5,948-14.2% | $5,198-1.8% | $5,850-12.7% |
| Admin fee / account holder | $2,507 | $17,109-85.3% | $13,954-82.0% | $11,596-78.4% |