Filed June 28, 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 | $53,937 | $183,963-70.7% | $162,163-66.7% | $152,861-64.7% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.6%-7.6pp | 82.4%-2.4pp |
| Annual return | 18.32% | 150.76%-132.4pp | 115.59%-97.3pp | 345.32%-327.0pp |
| Employer contribution / active EE | $2,142 | $6,371-66.4% | $5,614-61.8% | $4,762-55.0% |
| Participant deferral / active EE | $3,640 | $8,034-54.7% | $7,298-50.1% | $5,850-37.8% |
| Admin fee / account holder | $686 | $13,121-94.8% | $10,843-93.7% | $11,596-94.1% |