Filed January 25, 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 | $149,898 | $209,336-28.4% | $197,124-24.0% | $137,256+9.2% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 13.21% | 48.09%-34.9pp | 44.34%-31.1pp | 220.34%-207.1pp |
| Employer contribution / active EE | $4,659 | $6,591-29.3% | $6,227-25.2% | $4,156+12.1% |
| Participant deferral / active EE | $6,682 | $9,614-30.5% | $9,135-26.9% | $6,407+4.3% |
| Admin fee / account holder | $19,313 | $17,308+11.6% | $16,298+18.5% | $12,270+57.4% |