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.
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 | $46,449 | $167,484-72.3% | $151,611-69.4% | $134,475-65.5% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.5%-12.5pp | 81.2%-6.2pp |
| Annual return | -12.01% | 7.80%-19.8pp | 3.33%-15.3pp | 417.96%-430.0pp |
| Employer contribution / active EE | $1,679 | $6,829-75.4% | $6,166-72.8% | $4,740-64.6% |
| Participant deferral / active EE | $4,016 | $8,986-55.3% | $8,363-52.0% | $6,400-37.2% |
| Admin fee / account holder | $560 | $13,783-95.9% | $11,616-95.2% | $11,426-95.1% |