Filed March 10, 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 | $33,355 | $43,723-23.7% | $121,196-72.5% | $64,186-48.0% |
| Participation rate | 73.4% | 58.3%+15.1pp | 71.7%+1.7pp | 69.6%+3.9pp |
| Annual return | -3.50% | 68.91%-72.4pp | 16.93%-20.4pp | 7.63%-11.1pp |
| Employer contribution / active EE | $1,749 | $1,296+35.0% | $4,022-56.5% | $2,381-26.5% |
| Participant deferral / active EE | $3,375 | $2,280+48.0% | $3,344+0.9% | $3,470-2.7% |
| Admin fee / account holder | $6,275 | $3,501+79.2% | $5,019+25.0% | $4,888+28.4% |