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 | $105,673 | $69,977+51.0% | $108,579-2.7% | $62,891+68.0% |
| Participation rate | 95.2% | 72.9%+22.3pp | 79.6%+15.7pp | 69.3%+25.9pp |
| Annual return | 8.02% | 10.73%-2.7pp | -51.70%+59.7pp | 20.14%-12.1pp |
| Employer contribution / active EE | $1,987 | $2,135-6.9% | $3,758-47.1% | $2,281-12.9% |
| Participant deferral / active EE | $7,004 | $3,165+121.3% | $4,311+62.5% | $3,203+118.7% |
| Admin fee / account holder | $889 | $5,076-82.5% | $7,645-88.4% | $4,296-79.3% |