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 | $109,670 | $64,480+70.1% | $81,382+34.8% | $80,856+35.6% |
| Participation rate | 77.9% | 63.9%+14.1pp | 69.5%+8.5pp | 67.6%+10.3pp |
| Annual return | 15.25% | 16.34%-1.1pp | 24.73%-9.5pp | 35.59%-20.3pp |
| Employer contribution / active EE | $2,250 | $1,978+13.7% | $2,463-8.6% | $2,755-18.3% |
| Participant deferral / active EE | $6,901 | $3,094+123.1% | $3,883+77.7% | $4,296+60.6% |
| Admin fee / account holder | $7,958 | $5,671+40.3% | $5,768+38.0% | $6,918+15.0% |