Filed October 16, 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 | $49,665 | $65,409-24.1% | $98,442-49.5% | $85,850-42.1% |
| Participation rate | 95.3% | 65.0%+30.3pp | 73.3%+22.0pp | 69.3%+26.0pp |
| Annual return | 14.67% | 21.76%-7.1pp | 1492.73%-1478.1pp | 318.53%-303.9pp |
| Employer contribution / active EE | $2,356 | $2,168+8.7% | $2,960-20.4% | $2,565-8.1% |
| Participant deferral / active EE | $3,527 | $3,166+11.4% | $4,276-17.5% | $3,952-10.8% |
| Admin fee / account holder | $5,402 | $4,593+17.6% | $5,949-9.2% | $6,260-13.7% |