Filed May 28, 2015 (most recent of 4 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 | $87,914 | $94,529-7.0% | $140,016-37.2% | $64,186+37.0% |
| Participation rate | 83.6% | 84.1%-0.5pp | 87.5%-3.9pp | 69.6%+14.1pp |
| Annual return | -6.31% | 7.77%-14.1pp | 651.12%-657.4pp | 7.63%-13.9pp |
| Employer contribution / active EE | $2,215 | $3,812-41.9% | $5,606-60.5% | $2,381-7.0% |
| Participant deferral / active EE | $4,287 | $5,250-18.4% | $6,927-38.1% | $3,470+23.5% |
| Admin fee / account holder | $13,529 | $6,741+100.7% | $10,705+26.4% | $4,888+176.8% |