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 | $63,139 | $105,859-40.4% | $90,160-30.0% | $147,584-57.2% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 18.77% | 37.63%-18.9pp | 34.88%-16.1pp | 578.55%-559.8pp |
| Employer contribution / active EE | $4,245 | $4,126+2.9% | $3,318+27.9% | $4,876-12.9% |
| Participant deferral / active EE | $3,396 | $5,733-40.8% | $5,288-35.8% | $5,439-37.6% |
| Admin fee / account holder | $2,105 | $8,046-73.8% | $5,943-64.6% | $10,885-80.7% |