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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $41,721 | $86,699-51.9% | $73,307-43.1% | $125,391-66.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | -1.52% | 2.78%-4.3pp | 5.67%-7.2pp | 282.22%-283.7pp |
| Employer contribution / active EE | $303 | $4,152-92.7% | $3,237-90.6% | $4,866-93.8% |
| Participant deferral / active EE | $378 | $5,550-93.2% | $4,991-92.4% | $5,352-92.9% |
| Admin fee / account holder | $1,600 | $7,771-79.4% | $5,637-71.6% | $9,540-83.2% |