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 | $42,828 | $100,041-57.2% | $149,718-71.4% | $70,131-38.9% |
| Participation rate | 97.8% | 83.6%+14.2pp | 87.1%+10.7pp | 69.5%+28.3pp |
| Annual return | 15.69% | 27.43%-11.7pp | 1501.63%-1485.9pp | 73.14%-57.4pp |
| Employer contribution / active EE | $1,345 | $3,662-63.3% | $5,445-75.3% | $2,342-42.6% |
| Participant deferral / active EE | $5,140 | $4,983+3.2% | $6,569-21.8% | $3,332+54.3% |
| Admin fee / account holder | $1,636 | $8,286-80.3% | $11,283-85.5% | $4,645-64.8% |