Filed October 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 | $111,035 | $62,586+77.4% | $76,768+44.6% | $64,186+73.0% |
| Participation rate | 80.4% | 72.8%+7.6pp | 77.0%+3.5pp | 69.6%+10.8pp |
| Annual return | 9.42% | -1.95%+11.4pp | 2.43%+7.0pp | 7.63%+1.8pp |
| Employer contribution / active EE | $2,224 | $1,832+21.4% | $2,485-10.5% | $2,381-6.6% |
| Participant deferral / active EE | $3,802 | $3,145+20.9% | $3,852-1.3% | $3,470+9.6% |
| Admin fee / account holder | $2,350 | $4,667-49.7% | $6,675-64.8% | $4,888-51.9% |