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 | $50,110 | $110,257-54.6% | $96,544-48.1% | $139,434-64.1% |
| Participation rate | 84.6% | 78.1%+6.5pp | 76.0%+8.7pp | 80.3%+4.3pp |
| Annual return | 14.92% | 26.32%-11.4pp | 25.84%-10.9pp | 372.94%-358.0pp |
| Employer contribution / active EE | $1,310 | $3,620-63.8% | $2,965-55.8% | $4,751-72.4% |
| Participant deferral / active EE | $4,470 | $5,548-19.4% | $4,851-7.8% | $6,710-33.4% |
| Admin fee / account holder | $313 | $11,591-97.3% | $8,252-96.2% | $11,403-97.3% |