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 | $136,855 | $65,409+109.2% | $98,442+39.0% | $85,850+59.4% |
| Participation rate | 85.1% | 65.0%+20.1pp | 73.3%+11.8pp | 69.3%+15.8pp |
| Annual return | 22.64% | 21.76%+0.9pp | 1492.73%-1470.1pp | 318.53%-295.9pp |
| Employer contribution / active EE | $3,251 | $2,168+50.0% | $2,960+9.8% | $2,565+26.7% |
| Participant deferral / active EE | $7,048 | $3,166+122.6% | $4,276+64.8% | $3,952+78.4% |
| Admin fee / account holder | $20,559 | $4,593+347.6% | $5,949+245.6% | $6,260+228.4% |