Filed April 29, 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 | $110,085 | $53,127+107.2% | $86,590+27.1% | $70,131+57.0% |
| Participation rate | 84.1% | 65.3%+18.8pp | 73.5%+10.5pp | 69.5%+14.5pp |
| Annual return | 17.94% | 27.66%-9.7pp | 964.84%-946.9pp | 73.14%-55.2pp |
| Employer contribution / active EE | $11,393 | $2,068+450.9% | $2,839+301.3% | $2,342+386.4% |
| Participant deferral / active EE | $8,194 | $2,696+204.0% | $3,609+127.1% | $3,332+145.9% |
| Admin fee / account holder | $21,115 | $3,585+488.9% | $4,906+330.4% | $4,645+354.5% |