Filed May 15, 2015 (most recent of 2 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $70,913 | $110,094-35.6% | $151,611-53.2% | $68,494+3.5% |
| Participation rate | 78.6% | 84.0%-5.4pp | 87.5%-8.9pp | 67.9%+10.7pp |
| Annual return | -17.75% | -10.12%-7.6pp | 3.33%-21.1pp | -7.84%-9.9pp |
| Employer contribution / active EE | $1,329 | $4,471-70.3% | $6,166-78.4% | $2,596-48.8% |
| Participant deferral / active EE | $4,074 | $6,527-37.6% | $8,363-51.3% | $4,027+1.2% |
| Admin fee / account holder | $465 | $7,719-94.0% | $11,616-96.0% | $5,403-91.4% |