Filed April 21, 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 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 | $84,954 | $94,529-10.1% | $140,016-39.3% | $64,186+32.4% |
| Participation rate | 73.6% | 84.1%-10.5pp | 87.5%-13.9pp | 69.6%+4.0pp |
| Annual return | 1.66% | 7.77%-6.1pp | 651.12%-649.5pp | 7.63%-6.0pp |
| Employer contribution / active EE | $2,796 | $3,812-26.6% | $5,606-50.1% | $2,381+17.5% |
| Participant deferral / active EE | $2,718 | $5,250-48.2% | $6,927-60.8% | $3,470-21.7% |
| Admin fee / account holder | $2,162 | $6,741-67.9% | $10,705-79.8% | $4,888-55.8% |