Filed June 8, 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 | $117,572 | $99,032+18.7% | $80,019+46.9% | $135,375-13.2% |
| Participation rate | 90.5% | 78.4%+12.1pp | 75.8%+14.6pp | 82.6%+7.8pp |
| Annual return | -4.36% | 15.39%-19.7pp | 11.22%-15.6pp | 519.73%-524.1pp |
| Employer contribution / active EE | $4,462 | $3,043+46.6% | $2,468+80.8% | $4,779-6.6% |
| Participant deferral / active EE | $10,068 | $4,282+135.1% | $3,686+173.2% | $5,609+79.5% |
| Admin fee / account holder | $14,242 | $10,436+36.5% | $6,521+118.4% | $10,827+31.5% |