Filed July 20, 2015 (most recent of 3 filings on file)
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 8-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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $35,222 | $171,865-79.5% | $149,718-76.5% | $147,584-76.1% |
| Participation rate | 85.0% | 88.2%-3.2pp | 87.1%-2.1pp | 82.8%+2.2pp |
| Annual return | 15.02% | 2113.22%-2098.2pp | 1501.63%-1486.6pp | 578.55%-563.5pp |
| Employer contribution / active EE | $802 | $6,275-87.2% | $5,445-85.3% | $4,876-83.5% |
| Participant deferral / active EE | $2,675 | $7,271-63.2% | $6,569-59.3% | $5,439-50.8% |
| Admin fee / account holder | $10,822 | $13,799-21.6% | $11,283-4.1% | $10,885-0.6% |