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 | $187,844 | $126,574+48.4% | $106,213+76.9% | $145,922+28.7% |
| Participation rate | 91.7% | 77.6%+14.0pp | 75.3%+16.4pp | 80.3%+11.4pp |
| Annual return | 17.49% | 224.79%-207.3pp | 116.14%-98.7pp | 561.29%-543.8pp |
| Employer contribution / active EE | $5,565 | $3,730+49.2% | $3,171+75.5% | $4,660+19.4% |
| Participant deferral / active EE | $13,619 | $5,724+138.0% | $5,016+171.5% | $6,688+103.6% |
| Admin fee / account holder | $45,767 | $17,304+164.5% | $11,033+314.8% | $13,397+241.6% |