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 | $93,068 | $59,101+57.5% | $77,163+20.6% | $75,163+23.8% |
| Participation rate | 80.0% | 63.9%+16.1pp | 69.6%+10.4pp | 67.2%+12.8pp |
| Annual return | 19.29% | 26.71%-7.4pp | 37.87%-18.6pp | 160.62%-141.3pp |
| Employer contribution / active EE | $2,058 | $1,995+3.1% | $2,535-18.8% | $2,670-22.9% |
| Participant deferral / active EE | $5,884 | $2,999+96.2% | $3,833+53.5% | $4,125+42.6% |
| Admin fee / account holder | $2,975 | $4,774-37.7% | $5,472-45.6% | $5,651-47.3% |