Filed January 27, 2015 (most recent of 4 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.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,785 | $108,919-2.0% | $100,391+6.4% | $145,922-26.8% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 14.76% | 57.88%-43.1pp | 49.20%-34.4pp | 561.29%-546.5pp |
| Employer contribution / active EE | $4,941 | $4,419+11.8% | $3,942+25.4% | $4,660+6.0% |
| Participant deferral / active EE | $6,567 | $8,445-22.2% | $8,082-18.7% | $6,688-1.8% |
| Admin fee / account holder | $19,015 | $9,689+96.3% | $7,899+140.7% | $13,397+41.9% |