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 | $123,173 | $138,347-11.0% | $184,203-33.1% | $80,856+52.3% |
| Participation rate | 78.2% | 83.9%-5.7pp | 86.8%-8.6pp | 67.6%+10.5pp |
| Annual return | 13.07% | 20.02%-7.0pp | 28.81%-15.7pp | 35.59%-22.5pp |
| Employer contribution / active EE | $3,001 | $4,850-38.1% | $6,427-53.3% | $2,755+8.9% |
| Participant deferral / active EE | $6,435 | $7,071-9.0% | $9,131-29.5% | $4,296+49.8% |
| Admin fee / account holder | $13,454 | $10,483+28.3% | $13,901-3.2% | $6,918+94.5% |