Filed May 4, 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 | $76,426 | $54,229+40.9% | $70,092+9.0% | $68,494+11.6% |
| Participation rate | 73.5% | 64.5%+9.0pp | 70.5%+3.1pp | 67.9%+5.6pp |
| Annual return | -17.61% | -13.87%-3.7pp | 190.73%-208.3pp | -7.84%-9.8pp |
| Employer contribution / active EE | $1,703 | $2,018-15.6% | $2,559-33.4% | $2,596-34.4% |
| Participant deferral / active EE | $5,150 | $2,956+74.2% | $3,849+33.8% | $4,027+27.9% |
| Admin fee / account holder | $1,986 | $4,694-57.7% | $6,267-68.3% | $5,403-63.2% |