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 | $138,117 | $71,883+92.1% | $86,677+59.3% | $68,494+101.6% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -14.60% | 3.52%-18.1pp | 35.91%-50.5pp | -7.84%-6.8pp |
| Employer contribution / active EE | $3,719 | $2,173+71.2% | $2,836+31.1% | $2,596+43.2% |
| Participant deferral / active EE | $7,204 | $3,779+90.7% | $4,656+54.7% | $4,027+78.9% |
| Admin fee / account holder | $15,254 | $6,112+149.6% | $7,493+103.6% | $5,403+182.3% |