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 | $79,256 | $107,934-26.6% | $91,989-13.8% | $152,861-48.2% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 23.50% | 89.24%-65.7pp | 69.02%-45.5pp | 345.32%-321.8pp |
| Employer contribution / active EE | $4,644 | $4,210+10.3% | $3,452+34.5% | $4,762-2.5% |
| Participant deferral / active EE | $6,190 | $6,364-2.7% | $5,923+4.5% | $5,850+5.8% |
| Admin fee / account holder | $4,579 | $10,520-56.5% | $7,743-40.9% | $11,596-60.5% |