Filed June 2, 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 | $91,950 | $66,302+38.7% | $110,238-16.6% | $56,287+63.4% |
| Participation rate | 90.3% | 74.9%+15.4pp | 79.8%+10.5pp | 69.9%+20.4pp |
| Annual return | -4.70% | -1.18%-3.5pp | 314.74%-319.4pp | -9.96%+5.3pp |
| Employer contribution / active EE | $2,252 | $2,047+10.0% | $3,826-41.1% | $2,111+6.7% |
| Participant deferral / active EE | $4,699 | $3,381+39.0% | $4,672+0.6% | $3,350+40.3% |
| Admin fee / account holder | $1,184 | $698+69.5% | $8,547-86.2% | $521+127.2% |