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 | $104,112 | $125,758-17.2% | $169,993-38.8% | $75,163+38.5% |
| Participation rate | 87.3% | 83.6%+3.7pp | 87.0%+0.3pp | 67.2%+20.1pp |
| Annual return | 17.50% | 27.20%-9.7pp | 53.37%-35.9pp | 160.62%-143.1pp |
| Employer contribution / active EE | $2,816 | $4,615-39.0% | $6,785-58.5% | $2,670+5.5% |
| Participant deferral / active EE | $5,399 | $6,837-21.0% | $10,408-48.1% | $4,125+30.9% |
| Admin fee / account holder | $3,377 | $8,173-58.7% | $12,815-73.6% | $5,651-40.2% |