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 | $84,815 | $110,094-23.0% | $151,611-44.1% | $68,494+23.8% |
| Participation rate | 80.3% | 84.0%-3.7pp | 87.5%-7.2pp | 67.9%+12.4pp |
| Annual return | -16.62% | -10.12%-6.5pp | 3.33%-20.0pp | -7.84%-8.8pp |
| Employer contribution / active EE | $3,017 | $4,471-32.5% | $6,166-51.1% | $2,596+16.2% |
| Participant deferral / active EE | $3,717 | $6,527-43.1% | $8,363-55.6% | $4,027-7.7% |
| Admin fee / account holder | $15,949 | $7,719+106.6% | $11,616+37.3% | $5,403+195.2% |