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 | $180,432 | $95,803+88.3% | $113,168+59.4% | $84,808+112.8% |
| Participation rate | 92.5% | 72.9%+19.6pp | 76.6%+15.9pp | 68.3%+24.2pp |
| Annual return | 15.87% | 25.00%-9.1pp | 24.27%-8.4pp | 40.90%-25.0pp |
| Employer contribution / active EE | $2,872 | $2,360+21.7% | $2,975-3.5% | $2,631+9.2% |
| Participant deferral / active EE | $9,046 | $4,242+113.2% | $5,107+77.1% | $4,212+114.8% |
| Admin fee / account holder | $9,289 | $8,989+3.3% | $12,068-23.0% | $7,344+26.5% |