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 | $49,352 | $96,557-48.9% | $80,975-39.1% | $273,961-82.0% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 8.00% | 15.14%-7.1pp | 17.10%-9.1pp | 41.45%-33.5pp |
| Employer contribution / active EE | $4,245 | $4,868-12.8% | $3,714+14.3% | $4,869-12.8% |
| Participant deferral / active EE | $3,396 | $6,598-48.5% | $5,696-40.4% | $5,287-35.8% |
| Admin fee / account holder | $507 | $7,492-93.2% | $5,516-90.8% | $10,132-95.0% |