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 | $106,386 | $54,762+94.3% | $90,281+17.8% | $72,985+45.8% |
| Participation rate | 96.3% | 65.1%+31.2pp | 73.3%+23.0pp | 69.5%+26.8pp |
| Annual return | 22.87% | 30.63%-7.8pp | 78.10%-55.2pp | 81.00%-58.1pp |
| Employer contribution / active EE | $9,966 | $2,092+376.3% | $2,854+249.2% | $2,440+308.5% |
| Participant deferral / active EE | $7,350 | $2,887+154.6% | $3,885+89.2% | $3,607+103.7% |
| Admin fee / account holder | $14,304 | $3,972+260.1% | $5,351+167.3% | $5,124+179.1% |