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 | $107,458 | $54,350+97.7% | $82,719+29.9% | $68,494+56.9% |
| Participation rate | 72.2% | 63.9%+8.3pp | 72.6%-0.3pp | 67.9%+4.3pp |
| Annual return | -18.46% | -13.67%-4.8pp | 701.18%-719.6pp | -7.84%-10.6pp |
| Employer contribution / active EE | $2,489 | $2,218+12.2% | $3,009-17.3% | $2,596-4.1% |
| Participant deferral / active EE | $5,878 | $3,246+81.1% | $4,395+33.8% | $4,027+46.0% |
| Admin fee / account holder | $10,078 | $4,395+129.3% | $5,329+89.1% | $5,403+86.5% |