Filed June 1, 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 | $164,637 | $209,336-21.4% | $197,124-16.5% | $137,256+19.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 13.95% | 48.09%-34.1pp | 44.34%-30.4pp | 220.34%-206.4pp |
| Employer contribution / active EE | $13,216 | $6,591+100.5% | $6,227+112.2% | $4,156+218.0% |
| Participant deferral / active EE | $18,448 | $9,614+91.9% | $9,135+102.0% | $6,407+187.9% |
| Admin fee / account holder | $254,435 | $17,308+1370.1% | $16,298+1461.1% | $12,270+1973.6% |