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 | $94,594 | $123,793-23.6% | $177,821-46.8% | $79,858+18.5% |
| Participation rate | 80.5% | 84.7%-4.2pp | 87.7%-7.2pp | 69.6%+10.9pp |
| Annual return | 12.74% | 22.82%-10.1pp | 48.32%-35.6pp | 31.71%-19.0pp |
| Employer contribution / active EE | $3,084 | $4,095-24.7% | $5,918-47.9% | $2,471+24.8% |
| Participant deferral / active EE | $3,389 | $5,956-43.1% | $7,714-56.1% | $3,740-9.4% |
| Admin fee / account holder | $19,643 | $7,243+171.2% | $12,427+58.1% | $5,306+270.2% |