Filed March 20, 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 | $241,618 | $54,229+345.6% | $70,092+244.7% | $68,494+252.8% |
| Participation rate | 100.0% | 64.5%+35.5pp | 70.5%+29.5pp | 67.9%+32.1pp |
| Annual return | -18.33% | -13.87%-4.5pp | 190.73%-209.1pp | -7.84%-10.5pp |
| Employer contribution / active EE | $19,461 | $2,018+864.3% | $2,559+660.6% | $2,596+649.6% |
| Participant deferral / active EE | $15,102 | $2,956+411.0% | $3,849+292.4% | $4,027+275.0% |
| Admin fee / account holder | $34,520 | $4,694+635.4% | $6,267+450.9% | $5,403+538.9% |