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 | $132,706 | $98,750+34.4% | $149,696-11.3% | $79,858+66.2% |
| Participation rate | 82.1% | 75.8%+6.4pp | 82.5%-0.3pp | 69.6%+12.5pp |
| Annual return | 14.68% | 27.43%-12.8pp | 276.60%-261.9pp | 31.71%-17.0pp |
| Employer contribution / active EE | $754 | $3,216-76.5% | $4,644-83.8% | $2,471-69.5% |
| Participant deferral / active EE | $5,828 | $5,680+2.6% | $6,842-14.8% | $3,740+55.8% |
| Admin fee / account holder | $5,813 | $6,053-4.0% | $9,309-37.6% | $5,306+9.5% |