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 | $104,450 | $109,359-4.5% | $162,163-35.6% | $72,985+43.1% |
| Participation rate | 75.0% | 84.3%-9.3pp | 87.6%-12.6pp | 69.5%+5.5pp |
| Annual return | 20.30% | 25.46%-5.2pp | 115.59%-95.3pp | 81.00%-60.7pp |
| Employer contribution / active EE | $3,033 | $3,907-22.4% | $5,614-46.0% | $2,440+24.3% |
| Participant deferral / active EE | $3,003 | $5,481-45.2% | $7,298-58.9% | $3,607-16.8% |
| Admin fee / account holder | $4,694 | $7,972-41.1% | $10,843-56.7% | $5,124-8.4% |