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 | $76,677 | $167,484-54.2% | $151,611-49.4% | $134,475-43.0% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.5%-4.2pp | 81.2%+2.1pp |
| Annual return | -12.74% | 7.80%-20.5pp | 3.33%-16.1pp | 417.96%-430.7pp |
| Employer contribution / active EE | $5,496 | $6,829-19.5% | $6,166-10.9% | $4,740+16.0% |
| Participant deferral / active EE | $8,289 | $8,986-7.8% | $8,363-0.9% | $6,400+29.5% |
| Admin fee / account holder | $17,844 | $13,783+29.5% | $11,616+53.6% | $11,426+56.2% |