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 | $69,639 | $123,793-43.7% | $177,821-60.8% | $79,858-12.8% |
| Participation rate | 98.8% | 84.7%+14.2pp | 87.7%+11.1pp | 69.6%+29.2pp |
| Annual return | 13.79% | 22.82%-9.0pp | 48.32%-34.5pp | 31.71%-17.9pp |
| Employer contribution / active EE | $1,821 | $4,095-55.5% | $5,918-69.2% | $2,471-26.3% |
| Participant deferral / active EE | $7,410 | $5,956+24.4% | $7,714-3.9% | $3,740+98.1% |
| Admin fee / account holder | $1,031 | $7,243-85.8% | $12,427-91.7% | $5,306-80.6% |