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 | $99,620 | $71,883+38.6% | $86,677+14.9% | $68,494+45.4% |
| Participation rate | 85.6% | 72.2%+13.3pp | 76.6%+9.0pp | 67.9%+17.7pp |
| Annual return | -15.35% | 3.52%-18.9pp | 35.91%-51.3pp | -7.84%-7.5pp |
| Employer contribution / active EE | $2,708 | $2,173+24.6% | $2,836-4.5% | $2,596+4.3% |
| Participant deferral / active EE | $4,812 | $3,779+27.3% | $4,656+3.4% | $4,027+19.5% |
| Admin fee / account holder | $14,731 | $6,112+141.0% | $7,493+96.6% | $5,403+172.7% |