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 | $124,116 | $80,968+53.3% | $96,544+28.6% | $75,163+65.1% |
| Participation rate | 94.3% | 71.8%+22.5pp | 76.0%+18.3pp | 67.2%+27.1pp |
| Annual return | 20.35% | 27.06%-6.7pp | 25.84%-5.5pp | 160.62%-140.3pp |
| Employer contribution / active EE | $2,189 | $2,282-4.1% | $2,965-26.2% | $2,670-18.0% |
| Participant deferral / active EE | $7,999 | $3,928+103.6% | $4,851+64.9% | $4,125+93.9% |
| Admin fee / account holder | $9,730 | $6,724+44.7% | $8,252+17.9% | $5,651+72.2% |