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 | $123,233 | $214,378-42.5% | $200,582-38.6% | $142,382-13.4% |
| Participation rate | 88.2% | 87.4%+0.8pp | 86.9%+1.4pp | 80.1%+8.1pp |
| Annual return | 31.02% | 46.41%-15.4pp | 42.33%-11.3pp | 217.08%-186.1pp |
| Employer contribution / active EE | $6,504 | $6,841-4.9% | $6,419+1.3% | $4,299+51.3% |
| Participant deferral / active EE | $9,854 | $9,865-0.1% | $9,331+5.6% | $6,507+51.4% |
| Admin fee / account holder | $25,025 | $17,692+41.5% | $16,305+53.5% | $12,624+98.2% |