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 | $80,178 | $125,758-36.2% | $169,993-52.8% | $75,163+6.7% |
| Participation rate | 98.9% | 83.6%+15.3pp | 87.0%+11.9pp | 67.2%+31.7pp |
| Annual return | 16.30% | 27.20%-10.9pp | 53.37%-37.1pp | 160.62%-144.3pp |
| Employer contribution / active EE | $1,980 | $4,615-57.1% | $6,785-70.8% | $2,670-25.8% |
| Participant deferral / active EE | $8,713 | $6,837+27.4% | $10,408-16.3% | $4,125+111.2% |
| Admin fee / account holder | $2,538 | $8,173-68.9% | $12,815-80.2% | $5,651-55.1% |