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 | $128,982 | $81,474+58.3% | $133,956-3.7% | $73,488+75.5% |
| Participation rate | 94.7% | 76.4%+18.3pp | 79.8%+14.9pp | 70.7%+24.0pp |
| Annual return | 20.76% | 19.40%+1.4pp | 45.09%-24.3pp | 28.51%-7.8pp |
| Employer contribution / active EE | $2,619 | $2,209+18.6% | $3,919-33.2% | $2,270+15.4% |
| Participant deferral / active EE | $5,429 | $3,786+43.4% | $5,048+7.6% | $3,740+45.2% |
| Admin fee / account holder | $4,872 | $713+583.3% | $8,927-45.4% | $513+849.7% |