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 | $113,489 | $138,347-18.0% | $184,203-38.4% | $80,856+40.4% |
| Participation rate | 89.5% | 83.9%+5.6pp | 86.8%+2.7pp | 67.6%+21.8pp |
| Annual return | 16.44% | 20.02%-3.6pp | 28.81%-12.4pp | 35.59%-19.2pp |
| Employer contribution / active EE | $3,340 | $4,850-31.1% | $6,427-48.0% | $2,755+21.3% |
| Participant deferral / active EE | $4,499 | $7,071-36.4% | $9,131-50.7% | $4,296+4.7% |
| Admin fee / account holder | $7,069 | $10,483-32.6% | $13,901-49.2% | $6,918+2.2% |