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 | $79,414 | $74,888+6.0% | $71,209+11.5% | $142,382-44.2% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.1%+5.6pp |
| Annual return | 13.86% | 345.14%-331.3pp | 282.51%-268.6pp | 217.08%-203.2pp |
| Employer contribution / active EE | $1,445 | $2,854-49.4% | $2,721-46.9% | $4,299-66.4% |
| Participant deferral / active EE | $5,552 | $4,454+24.6% | $4,175+33.0% | $6,507-14.7% |
| Admin fee / account holder | $1,491 | $5,568-73.2% | $5,349-72.1% | $12,624-88.2% |