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 | $102,617 | $89,355+14.8% | $141,162-27.3% | $72,985+40.6% |
| Participation rate | 96.6% | 75.1%+21.4pp | 82.5%+14.1pp | 69.5%+27.1pp |
| Annual return | 24.75% | 111.85%-87.1pp | 71.39%-46.6pp | 81.00%-56.3pp |
| Employer contribution / active EE | $1,004 | $3,114-67.8% | $4,735-78.8% | $2,440-58.9% |
| Participant deferral / active EE | $6,827 | $5,418+26.0% | $6,709+1.8% | $3,607+89.2% |
| Admin fee / account holder | $37,014 | $5,958+521.2% | $10,261+260.7% | $5,124+622.3% |