Filed May 6, 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 | $97,650 | $30,400+221.2% | $53,898+81.2% | $84,808+15.1% |
| Participation rate | 86.4% | 46.4%+39.9pp | 55.0%+31.4pp | 68.3%+18.1pp |
| Annual return | 16.53% | 500.19%-483.7pp | 528.60%-512.1pp | 40.90%-24.4pp |
| Employer contribution / active EE | $2,573 | $603+326.9% | $932+176.0% | $2,631-2.2% |
| Participant deferral / active EE | $7,023 | $1,199+485.9% | $1,826+284.5% | $4,212+66.8% |
| Admin fee / account holder | $10,963 | $1,993+450.0% | $2,491+340.1% | $7,344+49.3% |