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 | $86,189 | $109,359-21.2% | $162,163-46.9% | $72,985+18.1% |
| Participation rate | 97.4% | 84.3%+13.2pp | 87.6%+9.9pp | 69.5%+27.9pp |
| Annual return | 17.57% | 25.46%-7.9pp | 115.59%-98.0pp | 81.00%-63.4pp |
| Employer contribution / active EE | $4,181 | $3,907+7.0% | $5,614-25.5% | $2,440+71.4% |
| Participant deferral / active EE | $2,115 | $5,481-61.4% | $7,298-71.0% | $3,607-41.4% |
| Admin fee / account holder | $2,722 | $7,972-65.9% | $10,843-74.9% | $5,124-46.9% |