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 | $226,206 | $171,865+31.6% | $149,718+51.1% | $147,584+53.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 13.16% | 2113.22%-2100.1pp | 1501.63%-1488.5pp | 578.55%-565.4pp |
| Employer contribution / active EE | $7,227 | $6,275+15.2% | $5,445+32.7% | $4,876+48.2% |
| Participant deferral / active EE | $8,900 | $7,271+22.4% | $6,569+35.5% | $5,439+63.6% |
| Admin fee / account holder | $4,343 | $13,799-68.5% | $11,283-61.5% | $10,885-60.1% |