Filed April 28, 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 | $108,939 | $153,772-29.2% | $133,980-18.7% | $273,961-60.2% |
| Participation rate | 73.3% | 88.4%-15.0pp | 87.1%-13.7pp | 83.0%-9.7pp |
| Annual return | 9.11% | 36.51%-27.4pp | 29.30%-20.2pp | 41.45%-32.3pp |
| Employer contribution / active EE | $3,433 | $6,029-43.1% | $5,211-34.1% | $4,869-29.5% |
| Participant deferral / active EE | $8,690 | $6,958+24.9% | $6,282+38.3% | $5,287+64.4% |
| Admin fee / account holder | $970 | $11,765-91.8% | $9,324-89.6% | $10,132-90.4% |