Filed March 20, 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 | $125,309 | $52,681+137.9% | $75,781+65.4% | $59,632+110.1% |
| Participation rate | 97.9% | 67.2%+30.6pp | 75.8%+22.1pp | 68.7%+29.2pp |
| Annual return | 2.34% | 2.95%-0.6pp | 9.68%-7.3pp | 2041.28%-2038.9pp |
| Employer contribution / active EE | $17,707 | $2,193+707.3% | $3,323+432.8% | $2,203+703.9% |
| Participant deferral / active EE | $0 | $2,591-100.0% | $3,651-100.0% | $3,192-100.0% |
| Admin fee / account holder | $5,133 | $3,610+42.2% | $5,299-3.1% | $4,297+19.5% |