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 | $94,464 | $49,177+92.1% | $79,464+18.9% | $64,186+47.2% |
| Participation rate | 91.5% | 65.0%+26.5pp | 73.3%+18.1pp | 69.6%+21.9pp |
| Annual return | -1.48% | -1.16%-0.3pp | 718.14%-719.6pp | 7.63%-9.1pp |
| Employer contribution / active EE | $9,165 | $2,076+341.4% | $2,800+227.3% | $2,381+284.9% |
| Participant deferral / active EE | $7,341 | $2,821+160.2% | $3,704+98.2% | $3,470+111.6% |
| Admin fee / account holder | $14,337 | $3,839+273.5% | $5,113+180.4% | $4,888+193.3% |