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 | $97,267 | $110,094-11.7% | $151,611-35.8% | $68,494+42.0% |
| Participation rate | 80.0% | 84.0%-4.0pp | 87.5%-7.5pp | 67.9%+12.1pp |
| Annual return | -15.84% | -10.12%-5.7pp | 3.33%-19.2pp | -7.84%-8.0pp |
| Employer contribution / active EE | $3,315 | $4,471-25.8% | $6,166-46.2% | $2,596+27.7% |
| Participant deferral / active EE | $6,195 | $6,527-5.1% | $8,363-25.9% | $4,027+53.8% |
| Admin fee / account holder | $3,571 | $7,719-53.7% | $11,616-69.3% | $5,403-33.9% |