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.
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 | $95,463 | $138,347-31.0% | $184,203-48.2% | $80,856+18.1% |
| Participation rate | 97.4% | 83.9%+13.5pp | 86.8%+10.5pp | 67.6%+29.7pp |
| Annual return | 15.72% | 20.02%-4.3pp | 28.81%-13.1pp | 35.59%-19.9pp |
| Employer contribution / active EE | $4,724 | $4,850-2.6% | $6,427-26.5% | $2,755+71.5% |
| Participant deferral / active EE | $3,139 | $7,071-55.6% | $9,131-65.6% | $4,296-26.9% |
| Admin fee / account holder | $468 | $10,483-95.5% | $13,901-96.6% | $6,918-93.2% |