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 | $98,615 | $125,758-21.6% | $169,993-42.0% | $75,163+31.2% |
| Participation rate | 90.8% | 83.6%+7.2pp | 87.0%+3.8pp | 67.2%+23.6pp |
| Annual return | 19.92% | 27.20%-7.3pp | 53.37%-33.5pp | 160.62%-140.7pp |
| Employer contribution / active EE | $3,125 | $4,615-32.3% | $6,785-53.9% | $2,670+17.1% |
| Participant deferral / active EE | $4,327 | $6,837-36.7% | $10,408-58.4% | $4,125+4.9% |
| Admin fee / account holder | $3,848 | $8,173-52.9% | $12,815-70.0% | $5,651-31.9% |