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 | $217,032 | $94,625+129.4% | $116,228+86.7% | $84,808+155.9% |
| Participation rate | 96.0% | 70.4%+25.6pp | 74.6%+21.4pp | 68.3%+27.7pp |
| Annual return | 17.16% | 20.40%-3.2pp | 90.06%-72.9pp | 40.90%-23.7pp |
| Employer contribution / active EE | $5,639 | $2,347+140.3% | $2,994+88.3% | $2,631+114.3% |
| Participant deferral / active EE | $13,473 | $3,972+239.2% | $4,953+172.0% | $4,212+219.9% |
| Admin fee / account holder | $4,936 | $10,091-51.1% | $11,989-58.8% | $7,344-32.8% |