Filed May 29, 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 | $33,443 | $87,841-61.9% | $133,980-75.0% | $62,891-46.8% |
| Participation rate | 97.7% | 83.4%+14.3pp | 87.1%+10.7pp | 69.3%+28.4pp |
| Annual return | 19.61% | 12.05%+7.6pp | 29.30%-9.7pp | 20.14%-0.5pp |
| Employer contribution / active EE | $1,453 | $3,483-58.3% | $5,211-72.1% | $2,281-36.3% |
| Participant deferral / active EE | $4,556 | $4,812-5.3% | $6,282-27.5% | $3,203+42.2% |
| Admin fee / account holder | $2,350 | $5,371-56.2% | $9,324-74.8% | $4,296-45.3% |