Filed January 15, 2015 (most recent of 3 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 | $135,232 | $72,492+86.5% | $87,100+55.3% | $72,985+85.3% |
| Participation rate | 92.5% | 72.8%+19.7pp | 76.9%+15.6pp | 69.5%+23.0pp |
| Annual return | 25.63% | 24.46%+1.2pp | 28.19%-2.6pp | 81.00%-55.4pp |
| Employer contribution / active EE | $1,834 | $1,894-3.1% | $2,521-27.2% | $2,440-24.8% |
| Participant deferral / active EE | $8,320 | $3,270+154.5% | $4,049+105.5% | $3,607+130.6% |
| Admin fee / account holder | $4,704 | $5,055-6.9% | $7,497-37.2% | $5,124-8.2% |