Filed May 9, 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 | $98,391 | $77,813+26.4% | $123,544-20.4% | $64,186+53.3% |
| Participation rate | 90.0% | 74.7%+15.3pp | 82.3%+7.7pp | 69.6%+20.4pp |
| Annual return | 3.85% | 12.48%-8.6pp | 119.20%-115.3pp | 7.63%-3.8pp |
| Employer contribution / active EE | $852 | $3,014-71.7% | $4,628-81.6% | $2,381-64.2% |
| Participant deferral / active EE | $5,891 | $5,240+12.4% | $6,426-8.3% | $3,470+69.8% |
| Admin fee / account holder | $1,929 | $5,519-65.0% | $9,284-79.2% | $4,888-60.5% |