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 | $111,594 | $137,414-18.8% | $189,513-41.1% | $85,850+30.0% |
| Participation rate | 79.7% | 84.6%-4.9pp | 87.8%-8.1pp | 69.3%+10.4pp |
| Annual return | 16.36% | 38.14%-21.8pp | 555.15%-538.8pp | 318.53%-302.2pp |
| Employer contribution / active EE | $3,532 | $4,344-18.7% | $6,162-42.7% | $2,565+37.7% |
| Participant deferral / active EE | $4,207 | $6,260-32.8% | $8,221-48.8% | $3,952+6.5% |
| Admin fee / account holder | $7,086 | $8,630-17.9% | $12,045-41.2% | $6,260+13.2% |