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 | $79,284 | $185,822-57.3% | $169,993-53.4% | $139,434-43.1% |
| Participation rate | 82.4% | 87.8%-5.4pp | 87.0%-4.6pp | 80.3%+2.0pp |
| Annual return | 14.50% | 60.50%-46.0pp | 53.37%-38.9pp | 372.94%-358.4pp |
| Employer contribution / active EE | $4,214 | $7,590-44.5% | $6,785-37.9% | $4,751-11.3% |
| Participant deferral / active EE | $7,307 | $11,622-37.1% | $10,408-29.8% | $6,710+8.9% |
| Admin fee / account holder | $346 | $15,381-97.7% | $12,815-97.3% | $11,403-97.0% |