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 | $121,636 | $137,414-11.5% | $189,513-35.8% | $85,850+41.7% |
| Participation rate | 87.0% | 84.6%+2.4pp | 87.8%-0.8pp | 69.3%+17.7pp |
| Annual return | 12.64% | 38.14%-25.5pp | 555.15%-542.5pp | 318.53%-305.9pp |
| Employer contribution / active EE | $2,778 | $4,344-36.1% | $6,162-54.9% | $2,565+8.3% |
| Participant deferral / active EE | $5,771 | $6,260-7.8% | $8,221-29.8% | $3,952+46.0% |
| Admin fee / account holder | $5,503 | $8,630-36.2% | $12,045-54.3% | $6,260-12.1% |