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 | $121,058 | $68,719+76.2% | $91,541+32.2% | $84,808+42.7% |
| Participation rate | 76.3% | 64.5%+11.8pp | 69.8%+6.5pp | 68.3%+8.0pp |
| Annual return | 19.22% | 19.12%+0.1pp | 20.50%-1.3pp | 40.90%-21.7pp |
| Employer contribution / active EE | $2,096 | $1,920+9.2% | $2,505-16.3% | $2,631-20.3% |
| Participant deferral / active EE | $6,546 | $3,136+108.7% | $4,008+63.3% | $4,212+55.4% |
| Admin fee / account holder | $3,429 | $5,786-40.7% | $6,956-50.7% | $7,344-53.3% |