Filed August 19, 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.
Participant 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 | $74,245 | $94,529-21.5% | $140,016-47.0% | $64,186+15.7% |
| Participation rate | 95.0% | 84.1%+10.9pp | 87.5%+7.5pp | 69.6%+25.4pp |
| Annual return | -4.65% | 7.77%-12.4pp | 651.12%-655.8pp | 7.63%-12.3pp |
| Employer contribution / active EE | $3,841 | $3,812+0.8% | $5,606-31.5% | $2,381+61.3% |
| Participant deferral / active EE | $1,886 | $5,250-64.1% | $6,927-72.8% | $3,470-45.6% |
| Admin fee / account holder | $3,741 | $6,741-44.5% | $10,705-65.1% | $4,888-23.5% |