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 | $103,088 | $138,347-25.5% | $184,203-44.0% | $80,856+27.5% |
| Participation rate | 98.9% | 83.9%+15.1pp | 86.8%+12.1pp | 67.6%+31.3pp |
| Annual return | 21.34% | 20.02%+1.3pp | 28.81%-7.5pp | 35.59%-14.3pp |
| Employer contribution / active EE | $2,046 | $4,850-57.8% | $6,427-68.2% | $2,755-25.7% |
| Participant deferral / active EE | $9,330 | $7,071+32.0% | $9,131+2.2% | $4,296+117.2% |
| Admin fee / account holder | $7,645 | $10,483-27.1% | $13,901-45.0% | $6,918+10.5% |