Filed March 12, 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 5-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 | $85,376 | $146,267-41.6% | $197,124-56.7% | $82,448+3.6% |
| Participation rate | 96.2% | 84.0%+12.1pp | 86.7%+9.4pp | 68.1%+28.1pp |
| Annual return | 16.29% | 29.61%-13.3pp | 44.34%-28.1pp | 41.64%-25.3pp |
| Employer contribution / active EE | $3,049 | $4,723-35.5% | $6,227-51.0% | $2,551+19.5% |
| Participant deferral / active EE | $6,771 | $7,035-3.8% | $9,135-25.9% | $4,139+63.6% |
| Admin fee / account holder | $4,805 | $14,422-66.7% | $16,298-70.5% | $7,234-33.6% |