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 | $56,627 | $100,754-43.8% | $86,677-34.7% | $134,475-57.9% |
| Participation rate | 81.8% | 78.9%+2.9pp | 76.6%+5.2pp | 81.2%+0.6pp |
| Annual return | -18.43% | 29.04%-47.5pp | 35.91%-54.3pp | 417.96%-436.4pp |
| Employer contribution / active EE | $5,452 | $3,489+56.3% | $2,836+92.2% | $4,740+15.0% |
| Participant deferral / active EE | $8,244 | $5,338+54.4% | $4,656+77.1% | $6,400+28.8% |
| Admin fee / account holder | $454 | $10,926-95.8% | $7,493-93.9% | $11,426-96.0% |