Filed September 3, 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 9-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 | $21,991 | $103,376-78.7% | $87,100-74.8% | $152,861-85.6% |
| Participation rate | 73.3% | 79.3%-6.0pp | 76.9%-3.5pp | 82.4%-9.1pp |
| Annual return | 20.21% | 28.10%-7.9pp | 28.19%-8.0pp | 345.32%-325.1pp |
| Employer contribution / active EE | $3,400 | $3,220+5.6% | $2,521+34.9% | $4,762-28.6% |
| Participant deferral / active EE | $4,289 | $4,778-10.2% | $4,049+5.9% | $5,850-26.7% |
| Admin fee / account holder | $424 | $12,205-96.5% | $7,497-94.3% | $11,596-96.3% |