Filed August 7, 2015 (most recent of 2 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,788 | $103,376-53.8% | $87,100-45.1% | $152,861-68.7% |
| Participation rate | 75.0% | 79.3%-4.3pp | 76.9%-1.9pp | 82.4%-7.4pp |
| Annual return | 32.73% | 28.10%+4.6pp | 28.19%+4.5pp | 345.32%-312.6pp |
| Employer contribution / active EE | $653 | $3,220-79.7% | $2,521-74.1% | $4,762-86.3% |
| Participant deferral / active EE | $5,218 | $4,778+9.2% | $4,049+28.9% | $5,850-10.8% |
| Admin fee / account holder | $6,027 | $12,205-50.6% | $7,497-19.6% | $11,596-48.0% |