Filed April 27, 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.
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 | $119,196 | $109,413+8.9% | $156,263-23.7% | $84,808+40.5% |
| Participation rate | 81.6% | 72.7%+8.9pp | 78.9%+2.7pp | 68.3%+13.3pp |
| Annual return | 13.51% | 20.18%-6.7pp | 59.47%-46.0pp | 40.90%-27.4pp |
| Employer contribution / active EE | $2,699 | $2,907-7.1% | $4,333-37.7% | $2,631+2.6% |
| Participant deferral / active EE | $8,966 | $4,590+95.4% | $6,158+45.6% | $4,212+112.9% |
| Admin fee / account holder | $49,120 | $9,357+425.0% | $14,255+244.6% | $7,344+568.9% |