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 | $121,693 | $153,772-20.9% | $133,980-9.2% | $273,961-55.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 6.02% | 36.51%-30.5pp | 29.30%-23.3pp | 41.45%-35.4pp |
| Employer contribution / active EE | $4,174 | $6,029-30.8% | $5,211-19.9% | $4,869-14.3% |
| Participant deferral / active EE | $5,708 | $6,958-18.0% | $6,282-9.1% | $5,287+8.0% |
| Admin fee / account holder | $16,536 | $11,765+40.6% | $9,324+77.3% | $10,132+63.2% |