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 | $113,118 | $123,793-8.6% | $177,821-36.4% | $79,858+41.6% |
| Participation rate | 74.6% | 84.7%-10.1pp | 87.7%-13.1pp | 69.6%+5.0pp |
| Annual return | 16.53% | 22.82%-6.3pp | 48.32%-31.8pp | 31.71%-15.2pp |
| Employer contribution / active EE | $2,465 | $4,095-39.8% | $5,918-58.3% | $2,471-0.2% |
| Participant deferral / active EE | $4,736 | $5,956-20.5% | $7,714-38.6% | $3,740+26.6% |
| Admin fee / account holder | $2,360 | $7,243-67.4% | $12,427-81.0% | $5,306-55.5% |