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 | $164,451 | $118,680+38.6% | $98,907+66.3% | $158,922+3.5% |
| Participation rate | 91.7% | 77.8%+13.8pp | 76.0%+15.6pp | 82.0%+9.7pp |
| Annual return | 18.85% | 372.35%-353.5pp | 196.43%-177.6pp | 302.83%-284.0pp |
| Employer contribution / active EE | $4,579 | $3,333+37.4% | $2,689+70.3% | $4,761-3.8% |
| Participant deferral / active EE | $11,292 | $5,088+122.0% | $4,244+166.1% | $5,982+88.8% |
| Admin fee / account holder | $17,742 | $10,131+75.1% | $6,642+167.1% | $11,246+57.8% |