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 | $34,688 | $46,674-25.7% | $117,472-70.5% | $68,494-49.4% |
| Participation rate | 81.8% | 56.8%+25.0pp | 70.6%+11.2pp | 67.9%+13.9pp |
| Annual return | -12.11% | -14.52%+2.4pp | 29.74%-41.8pp | -7.84%-4.3pp |
| Employer contribution / active EE | $2,468 | $1,505+64.1% | $4,176-40.9% | $2,596-4.9% |
| Participant deferral / active EE | $4,660 | $2,636+76.8% | $4,070+14.5% | $4,027+15.7% |
| Admin fee / account holder | $6,310 | $4,020+57.0% | $5,645+11.8% | $5,403+16.8% |