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 | $57,861 | $58,208-0.6% | $81,812-29.3% | $80,856-28.4% |
| Participation rate | 73.3% | 63.4%+9.9pp | 72.3%+1.0pp | 67.6%+5.7pp |
| Annual return | 13.09% | 41.66%-28.6pp | 773.79%-760.7pp | 35.59%-22.5pp |
| Employer contribution / active EE | $2,015 | $2,340-13.9% | $2,912-30.8% | $2,755-26.9% |
| Participant deferral / active EE | $4,125 | $3,281+25.7% | $4,319-4.5% | $4,296-4.0% |
| Admin fee / account holder | $3,514 | $4,981-29.5% | $7,386-52.4% | $6,918-49.2% |