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 | $146,609 | $116,175+26.2% | $93,606+56.6% | $152,861-4.1% |
| Participation rate | 95.5% | 78.0%+17.4pp | 75.8%+19.6pp | 82.4%+13.0pp |
| Annual return | 25.83% | 35.96%-10.1pp | 32.76%-6.9pp | 345.32%-319.5pp |
| Employer contribution / active EE | $4,478 | $3,218+39.1% | $2,718+64.7% | $4,762-6.0% |
| Participant deferral / active EE | $10,652 | $4,603+131.4% | $4,069+161.8% | $5,850+82.1% |
| Admin fee / account holder | $8,738 | $10,748-18.7% | $7,888+10.8% | $11,596-24.7% |