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 | $113,784 | $86,332+31.8% | $125,175-9.1% | $65,185+74.6% |
| Participation rate | 98.0% | 75.3%+22.7pp | 79.8%+18.3pp | 70.2%+27.8pp |
| Annual return | 23.98% | 27.43%-3.4pp | 43.79%-19.8pp | 29.38%-5.4pp |
| Employer contribution / active EE | $2,479 | $2,040+21.5% | $3,865-35.9% | $2,177+13.9% |
| Participant deferral / active EE | $5,110 | $3,537+44.5% | $4,937+3.5% | $3,514+45.4% |
| Admin fee / account holder | $6,439 | $609+957.1% | $9,702-33.6% | $847+660.2% |