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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $147,643 | $78,422+88.3% | $95,952+53.9% | $79,858+84.9% |
| Participation rate | 94.0% | 73.5%+20.5pp | 77.1%+17.0pp | 69.6%+24.4pp |
| Annual return | 15.31% | 19.37%-4.1pp | 91.61%-76.3pp | 31.71%-16.4pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $8,667 | $3,440+152.0% | $4,167+108.0% | $3,740+131.7% |
| Admin fee / account holder | $29,491 | $5,622+424.6% | $6,795+334.0% | $5,306+455.8% |